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Heritage Wealth Partners’s Innovator US Equity Power Buffer ETF December PDEC Stock Holding History

Heritage Wealth Partners’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
Q1 		– Sell
-53,447
Closed -$2.05M – 73
2024
Q4 		$2.05M Buy
+53,447
New +$2.06M 2.58% 11

Other funds holding PDEC

AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 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 $38.4B AUM 25.71% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Heritage Wealth Partners's PDEC Position: Q1 2025 in Review

Heritage Wealth Partners sold out of Innovator US Equity Power Buffer ETF December (PDEC) in Q1 2025, closing a stake of 53,447 shares — an estimated $2.05M sold.

Heritage Wealth Partners first reported a position in PDEC in Q4 2024 and held it in 1 quarter. The position peaked at $2.05M in Q4 2024. 209 funds tracked by Wall St. Rank hold PDEC as of Q1 2025.

  • Heritage Wealth Partners reported no remaining Innovator US Equity Power Buffer ETF December position as of Q1 2025 after selling out during the quarter.
  • Heritage Wealth Partners sold 53,447 Innovator US Equity Power Buffer ETF December shares in Q1 2025, an estimated $2.05M.
  • Heritage Wealth Partners first reported a position in Innovator US Equity Power Buffer ETF December in Q4 2024 and held it in 1 quarter.
  • Heritage Wealth Partners's Innovator US Equity Power Buffer ETF December position peaked at $2.05M in Q4 2024.
  • 209 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF December as of Q1 2025.

Based on Heritage Wealth Partners's 13F filing for Q1 2025, filed 14 May 2025.