HB Wealth Management’s Innovator US Equity Power Buffer ETF December PDEC Stock Holding History

HB Wealth Management’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	$996K	Hold	21,701	–	–	0.01%	744
2026 Q1	$922K	Hold	21,701	–	–	0.01%	696
2025 Q4	$941K	Hold	21,701	–	–	0.01%	648
2025 Q3	$912K	Hold	21,701	–	–	0.01%	639
2025 Q2	$868K	Sell	21,701 -97,206	-82%	-$3.71M	0.01%	576
2025 Q1	$4.47M	Buy	118,907 +496	+0.4%	+$19.1K	0.04%	250
2024 Q4	$4.55M	Buy	118,411 +954	+0.8%	+$36.9K	0.05%	176
2024 Q3	$4.5M	Hold	117,457	–	–	0.05%	167
2024 Q2	$4.41M	Buy	+117,457	New	+$4.32M	0.05%	165

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

HB Wealth Management's PDEC Position: Q2 2026 in Review

HB Wealth Management held its Innovator US Equity Power Buffer ETF December (PDEC) position steady in Q2 2026 at 21,701 shares worth $996K. The position accounts for 0.01% of the portfolio, ranked #744.

HB Wealth Management first reported a position in PDEC in Q2 2024 and has held it in 9 quarters since. The position peaked at $4.55M in Q4 2024. 225 funds tracked by Wall St. Rank hold PDEC as of Q2 2026.

HB Wealth Management held 21,701 shares of Innovator US Equity Power Buffer ETF December worth $996K as of Q2 2026.
HB Wealth Management left its Innovator US Equity Power Buffer ETF December share count unchanged in Q2 2026.
Innovator US Equity Power Buffer ETF December made up 0.01% of HB Wealth Management's portfolio in Q2 2026, its #744 holding.
HB Wealth Management first reported a position in Innovator US Equity Power Buffer ETF December in Q2 2024 and has held it in 9 quarters since.
HB Wealth Management's Innovator US Equity Power Buffer ETF December position peaked at $4.55M in Q4 2024.
225 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF December as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.