HAS
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HBW Advisory Services’s Innovator US Equity Power Buffer ETF December PDEC Stock Holding History

HBW Advisory Services’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
2025
Q3 		– Sell
-14,129
Closed -$565K – 440
2025
Q2 		$565K Sell
14,129
-274
-2% -$10.4K 0.07% 226
2025
Q1 		$542K Hold
14,403
– – 0.08% 198
2024
Q4 		$553K Buy
+14,403
New +$556K 0.06% 190
2023
Q3 		– Sell
-27,606
Closed -$919K – 331
2023
Q2 		$919K Hold
27,606
– – 0.2% 120
2023
Q1 		$868K Sell
27,606
-1,169
-4% -$36K 0.22% 119
2022
Q4 		$860K Buy
+28,775
New +$860K 0.23% 116

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Kovitz Investment Group Partners
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William Blair & Company
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OMC
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Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
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HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return