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Galvin Gaustad & Stein’s Innovator US Equity Power Buffer ETF December PDEC Stock Holding History

Galvin Gaustad & Stein’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
Q3 		$463K Sell
9,823
-104
-1% -$4.85K 0.03% 181
2026
Q2 		$456K Sell
9,927
-329
-3% -$14.8K 0.03% 192
2026
Q1 		$436K Sell
10,256
-115
-1% -$4.99K 0.03% 183
2025
Q4 		$450K Buy
+10,371
New +$443K 0.04% 173

Other funds holding PDEC

CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CFP
Cypress Financial Planning Haddon Heights, New Jersey $373M AUM 6.05% 1-Year Est. Return

Galvin Gaustad & Stein's PDEC Position: Q3 2026 in Review

Galvin Gaustad & Stein reduced its Innovator US Equity Power Buffer ETF December (PDEC) stake by 1% in Q3 2026, selling an estimated $4.85K and leaving 9,823 shares worth $463K. The position accounts for 0.03% of the portfolio, ranked #181.

Galvin Gaustad & Stein first reported a position in PDEC in Q4 2025 and has held it in 4 quarters since. 7 funds tracked by Wall St. Rank hold PDEC as of Q3 2026.

  • Galvin Gaustad & Stein held 9,823 shares of Innovator US Equity Power Buffer ETF December worth $463K as of Q3 2026.
  • Galvin Gaustad & Stein sold 104 Innovator US Equity Power Buffer ETF December shares in Q3 2026, an estimated $4.85K.
  • Innovator US Equity Power Buffer ETF December made up 0.03% of Galvin Gaustad & Stein's portfolio in Q3 2026, its #181 holding.
  • Galvin Gaustad & Stein first reported a position in Innovator US Equity Power Buffer ETF December in Q4 2025 and has held it in 4 quarters since.
  • 7 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF December as of Q3 2026.

Based on Galvin Gaustad & Stein's 13F filing for Q3 2026, filed 8 Oct 2026.