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Fortune Financial Group’s Innovator US Equity Power Buffer ETF December PDEC Stock Holding History

Fortune Financial Group’s Portfolio PDEC Stock Details PDEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.72M Sell
59,335
-349
-0.6% -$15.7K 2.13% 11
2026
Q1 		$2.54M Buy
59,684
+3,007
+5% +$130K 2.28% 10
2025
Q4 		$2.47M Buy
+56,677
New +$2.42M 2.43% 10

Other funds holding PDEC

AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Fortune Financial Group's PDEC Position: Q2 2026 in Review

Fortune Financial Group reduced its Innovator US Equity Power Buffer ETF December (PDEC) stake by 0.58% in Q2 2026, selling an estimated $15.7K and leaving 59,335 shares worth $2.72M. The position accounts for 2.13% of the portfolio, ranked #11.

Fortune Financial Group first reported a position in PDEC in Q4 2025 and has held it in 3 quarters since. 225 funds tracked by Wall St. Rank hold PDEC as of Q2 2026.

  • Fortune Financial Group held 59,335 shares of Innovator US Equity Power Buffer ETF December worth $2.72M as of Q2 2026.
  • Fortune Financial Group sold 349 Innovator US Equity Power Buffer ETF December shares in Q2 2026, an estimated $15.7K.
  • Innovator US Equity Power Buffer ETF December made up 2.13% of Fortune Financial Group's portfolio in Q2 2026, its #11 holding.
  • Fortune Financial Group first reported a position in Innovator US Equity Power Buffer ETF December in Q4 2025 and has held it in 3 quarters since.
  • 225 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF December as of Q2 2026.

Based on Fortune Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.