Global Wealth Strategies & Associates’s Innovator US Equity Power Buffer ETF December PDEC Stock Holding History

Global Wealth Strategies & Associates’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	–	Sell	-165	Closed	-$7.01K	–	340
2026 Q1	$7.01K	Hold	165	–	–	﹤0.01%	338
2025 Q4	$7.16K	Sell	165 -2,215	-93%	-$94.5K	﹤0.01%	341
2025 Q3	$100K	Buy	+2,380	New	+$97.5K	0.03%	102

Other funds holding PDEC

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 Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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

Global Wealth Strategies & Associates's PDEC Position: Q2 2026 in Review

Global Wealth Strategies & Associates sold out of Innovator US Equity Power Buffer ETF December (PDEC) in Q2 2026, closing a stake of 165 shares — an estimated $7.01K sold.

Global Wealth Strategies & Associates first reported a position in PDEC in Q3 2025 and held it in 3 quarters. The position peaked at $100K in Q3 2025. 225 funds tracked by Wall St. Rank hold PDEC as of Q2 2026.

Global Wealth Strategies & Associates reported no remaining Innovator US Equity Power Buffer ETF December position as of Q2 2026 after selling out during the quarter.
Global Wealth Strategies & Associates sold 165 Innovator US Equity Power Buffer ETF December shares in Q2 2026, an estimated $7.01K.
Global Wealth Strategies & Associates first reported a position in Innovator US Equity Power Buffer ETF December in Q3 2025 and held it in 3 quarters.
Global Wealth Strategies & Associates's Innovator US Equity Power Buffer ETF December position peaked at $100K in Q3 2025.
225 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF December as of Q2 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q2 2026, filed 1 Jul 2026.