FIA
PDEC icon

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
Q2 		$2M Sell
43,545
-2,835
-6% -$128K 0.02% 403
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
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

Foundations Investment Advisors's PDEC Position: Q2 2026 in Review

Foundations Investment Advisors reduced its Innovator US Equity Power Buffer ETF December (PDEC) stake by 6.1% in Q2 2026, selling an estimated $128K and leaving 43,545 shares worth $2M. The position accounts for 0.02% of the portfolio, ranked #403.

Foundations Investment Advisors first reported a position in PDEC in Q3 2023 and has held it in 12 quarters since. The position peaked at $10.4M in Q2 2025. 225 funds tracked by Wall St. Rank hold PDEC as of Q2 2026.

  • Foundations Investment Advisors held 43,545 shares of Innovator US Equity Power Buffer ETF December worth $2M as of Q2 2026.
  • Foundations Investment Advisors sold 2,835 Innovator US Equity Power Buffer ETF December shares in Q2 2026, an estimated $128K.
  • Innovator US Equity Power Buffer ETF December made up 0.02% of Foundations Investment Advisors's portfolio in Q2 2026, its #403 holding.
  • Foundations Investment Advisors first reported a position in Innovator US Equity Power Buffer ETF December in Q3 2023 and has held it in 12 quarters since.
  • Foundations Investment Advisors's Innovator US Equity Power Buffer ETF December position peaked at $10.4M in Q2 2025.
  • 225 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF December as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.