HWM
PDEC icon

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
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
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 $8.75B AUM 16.46% 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 $376B 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