GAFA
PDEC icon

Garton & Associates Financial Advisors’s Innovator US Equity Power Buffer ETF December PDEC Stock Holding History

Garton & Associates Financial 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 		– Sell
-800
Closed -$34.7K – 529
2025
Q4 		$34.7K Buy
+800
New +$34.1K 0.02% 467

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
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Garton & Associates Financial Advisors's PDEC Position: Q1 2026 in Review

Garton & Associates Financial Advisors sold out of Innovator US Equity Power Buffer ETF December (PDEC) in Q1 2026, closing a stake of 800 shares — an estimated $34.7K sold.

Garton & Associates Financial Advisors first reported a position in PDEC in Q4 2025 and held it in 1 quarter. The position peaked at $34.7K in Q4 2025. 229 funds tracked by Wall St. Rank hold PDEC as of Q1 2026.

  • Garton & Associates Financial Advisors reported no remaining Innovator US Equity Power Buffer ETF December position as of Q1 2026 after selling out during the quarter.
  • Garton & Associates Financial Advisors sold 800 Innovator US Equity Power Buffer ETF December shares in Q1 2026, an estimated $34.7K.
  • Garton & Associates Financial Advisors first reported a position in Innovator US Equity Power Buffer ETF December in Q4 2025 and held it in 1 quarter.
  • Garton & Associates Financial Advisors's Innovator US Equity Power Buffer ETF December position peaked at $34.7K in Q4 2025.
  • 229 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF December as of Q1 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.