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 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

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

Galvin Gaustad & Stein's PDEC Position: Q1 2026 in Review

Galvin Gaustad & Stein reduced its Innovator US Equity Power Buffer ETF December (PDEC) stake by 1.1% in Q1 2026, selling an estimated $4.99K and leaving 10,256 shares worth $436K. The position accounts for 0.03% of the portfolio, ranked #183.

Galvin Gaustad & Stein first reported a position in PDEC in Q4 2025 and has held it in 2 quarters since. The position peaked at $450K in Q4 2025. 229 funds tracked by Wall St. Rank hold PDEC as of Q1 2026.

Galvin Gaustad & Stein held 10,256 shares of Innovator US Equity Power Buffer ETF December worth $436K as of Q1 2026.
Galvin Gaustad & Stein sold 115 Innovator US Equity Power Buffer ETF December shares in Q1 2026, an estimated $4.99K.
Innovator US Equity Power Buffer ETF December made up 0.03% of Galvin Gaustad & Stein's portfolio in Q1 2026, its #183 holding.
Galvin Gaustad & Stein first reported a position in Innovator US Equity Power Buffer ETF December in Q4 2025 and has held it in 2 quarters since.
Galvin Gaustad & Stein's Innovator US Equity Power Buffer ETF December position peaked at $450K in Q4 2025.
229 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF December as of Q1 2026.

Based on Galvin Gaustad & Stein's 13F filing for Q1 2026, filed 14 May 2026.