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Grantvest Financial Group’s Innovator US Equity Power Buffer ETF December PDEC Stock Holding History

Grantvest Financial Group’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 		$291K Hold
6,837
– – 0.19% 129
2025
Q4 		$297K Sell
6,837
-54
-0.8% -$2.3K 0.19% 127
2025
Q3 		$290K Hold
6,891
– – 0.2% 119
2025
Q2 		$276K Sell
6,891
-337
-5% -$12.9K 0.2% 111
2025
Q1 		$272K Buy
+7,228
New +$279K 0.22% 102

Other funds holding PDEC

AllianceBernstein
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
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
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HighTower Advisors
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

Grantvest Financial Group's PDEC Position: Q1 2026 in Review

Grantvest Financial Group held its Innovator US Equity Power Buffer ETF December (PDEC) position steady in Q1 2026 at 6,837 shares worth $291K. The position accounts for 0.19% of the portfolio, ranked #129.

Grantvest Financial Group first reported a position in PDEC in Q1 2025 and has held it in 5 quarters since. The position peaked at $297K in Q4 2025. 229 funds tracked by Wall St. Rank hold PDEC as of Q1 2026.

  • Grantvest Financial Group held 6,837 shares of Innovator US Equity Power Buffer ETF December worth $291K as of Q1 2026.
  • Grantvest Financial Group left its Innovator US Equity Power Buffer ETF December share count unchanged in Q1 2026.
  • Innovator US Equity Power Buffer ETF December made up 0.19% of Grantvest Financial Group's portfolio in Q1 2026, its #129 holding.
  • Grantvest Financial Group first reported a position in Innovator US Equity Power Buffer ETF December in Q1 2025 and has held it in 5 quarters since.
  • Grantvest Financial Group's Innovator US Equity Power Buffer ETF December position peaked at $297K in Q4 2025.
  • 229 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF December as of Q1 2026.

Based on Grantvest Financial Group's 13F filing for Q1 2026, filed 11 May 2026.