Gladstone Institutional Advisory’s Innovator US Equity Power Buffer ETF December PDEC Stock Holding History

Gladstone Institutional Advisory’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	$216K	Buy	+4,700	New	+$212K	0.01%	847
2026 Q1	–	Sell	-4,700	Closed	-$204K	–	872
2025 Q4	$204K	Buy	+4,700	New	+$201K	0.01%	756
2025 Q3	–	Sell	-6,000	Closed	-$240K	–	809
2025 Q2	$240K	Hold	6,000	–	–	0.01%	659
2025 Q1	$226K	Sell	6,000 -1,000	-14%	-$38.5K	0.01%	658
2024 Q4	$269K	Sell	7,000 -200	-3%	-$7.73K	0.01%	620
2024 Q3	$276K	Buy	+7,200	New	+$272K	0.01%	589

Other funds holding PDEC

MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

Caprock Group Boise, Idaho $5.22B AUM 42.47% 1-Year Est. Return

BCM

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

CFS

CRA Financial Services Northfield, New Jersey $868M AUM 25.66% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

CRWM

Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return

KWM

KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return

CWRP

Cassady Wealth & Retirement Planning Henderson, Nevada $215M AUM

PWMG

Pinnacle Wealth Management Group Plymouth, Michigan $214M AUM 20.07% 1-Year Est. Return

Gladstone Institutional Advisory's PDEC Position: Q2 2026 in Review

Gladstone Institutional Advisory opened a new position in Innovator US Equity Power Buffer ETF December (PDEC) in Q2 2026: 4,700 shares worth $216K. The stake represents 0.01% of the portfolio and ranks #847 among its holdings. This is a return to the name: Gladstone Institutional Advisory previously reported a position in PDEC as recently as Q4 2025.

Gladstone Institutional Advisory first reported a position in PDEC in Q3 2024 and has held it in 6 quarters since. The position peaked at $276K in Q3 2024. 71 funds tracked by Wall St. Rank hold PDEC as of Q2 2026.

Gladstone Institutional Advisory held 4,700 shares of Innovator US Equity Power Buffer ETF December worth $216K as of Q2 2026.
Innovator US Equity Power Buffer ETF December was a new Gladstone Institutional Advisory position in Q2 2026.
Innovator US Equity Power Buffer ETF December made up 0.01% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #847 holding.
Gladstone Institutional Advisory first reported a position in Innovator US Equity Power Buffer ETF December in Q3 2024 and has held it in 6 quarters since.
Gladstone Institutional Advisory's Innovator US Equity Power Buffer ETF December position peaked at $276K in Q3 2024.
71 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF December as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.