Foundations Investment Advisors’s Innovator US Equity Power Buffer ETF December PDEC Stock Holding History

Foundations Investment Advisors’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 Q1	$1.97M	Buy	46,380 +224	+0.5%	+$9.71K	0.02%	378
2025 Q4	$2M	Sell	46,156 -161,551	-78%	-$6.89M	0.03%	348
2025 Q3	$8.73M	Sell	207,707 -51,525	-20%	-$2.11M	0.13%	150
2025 Q2	$10.4M	Buy	259,232 +14,665	+6%	+$559K	0.16%	134
2025 Q1	$9.2M	Buy	244,567 +2,550	+1%	+$98.3K	0.17%	131
2024 Q4	$9.3M	Sell	242,017 -1,407	-0.6%	-$54.4K	0.18%	112
2024 Q3	$9.33M	Sell	243,424 -835	-0.3%	-$31.6K	0.2%	103
2024 Q2	$9.16M	Buy	244,259 +36,668	+18%	+$1.35M	0.22%	88
2024 Q1	$7.6M	Buy	207,591 +139,508	+205%	+$5M	0.2%	91
2023 Q4	$2.42M	Sell	68,083 -2,474	-4%	-$82.6K	0.07%	208
2023 Q3	$2.28M	Buy	+70,557	New	+$2.35M	0.07%	203

Other funds holding PDEC

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Foundations Investment Advisors's PDEC Position: Q1 2026 in Review

Foundations Investment Advisors increased its Innovator US Equity Power Buffer ETF December (PDEC) stake by 0.49% in Q1 2026, buying an estimated $9.71K and bringing the position to 46,380 shares worth $1.97M. The position accounts for 0.02% of the portfolio, ranked #378.

Foundations Investment Advisors first reported a position in PDEC in Q3 2023 and has held it in 11 quarters since. The position peaked at $10.4M in Q2 2025. 229 funds tracked by Wall St. Rank hold PDEC as of Q1 2026.

Foundations Investment Advisors held 46,380 shares of Innovator US Equity Power Buffer ETF December worth $1.97M as of Q1 2026.
Foundations Investment Advisors bought 224 Innovator US Equity Power Buffer ETF December shares in Q1 2026, an estimated $9.71K.
Innovator US Equity Power Buffer ETF December made up 0.02% of Foundations Investment Advisors's portfolio in Q1 2026, its #378 holding.
Foundations Investment Advisors first reported a position in Innovator US Equity Power Buffer ETF December in Q3 2023 and has held it in 11 quarters since.
Foundations Investment Advisors's Innovator US Equity Power Buffer ETF December position peaked at $10.4M in Q2 2025.
229 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF December as of Q1 2026.

Based on Foundations Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.