IFG
PDEC icon

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

Independent 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
Q2 		$3.03M Sell
66,032
-10,089
-13% -$454K 0.06% 344
2026
Q1 		$3.24M Sell
76,121
-236
-0.3% -$10.2K 0.07% 277
2025
Q4 		$3.31M Buy
76,357
+6,273
+9% +$268K 0.07% 257
2025
Q3 		$2.94M Sell
70,084
-994
-1% -$40.7K 0.07% 272
2025
Q2 		$2.84M Sell
71,078
-300
-0.4% -$11.4K 0.08% 252
2025
Q1 		$2.68M Buy
71,378
+316
+0.4% +$12.2K 0.09% 221
2024
Q4 		$2.73M Buy
71,062
+8,951
+14% +$346K 0.09% 221
2024
Q3 		$2.38M Buy
62,111
+912
+1% +$34.5K 0.09% 234
2024
Q2 		$2.3M Sell
61,199
-649
-1% -$23.9K 0.09% 209
2024
Q1 		$2.26M Sell
61,848
-276
-0.4% -$9.88K 0.1% 190
2023
Q4 		$2.18M Buy
62,124
+4,500
+8% +$150K 0.12% 193
2023
Q3 		$1.86M Hold
57,624
– – 0.12% 195
2023
Q2 		$1.92M Sell
57,624
-1,738
-3% -$55.5K 0.13% 172
2023
Q1 		$1.87M Buy
59,362
+1,250
+2% +$38.5K 0.15% 155
2022
Q4 		$1.74M Sell
58,112
-770
-1% -$23K 0.15% 141
2022
Q3 		$1.68M Buy
+58,882
New +$1.75M 0.15% 129

Other funds holding PDEC

AllianceBernstein
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
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Cetera Investment Advisers
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

Independent Financial Group's PDEC Position: Q2 2026 in Review

Independent Financial Group reduced its Innovator US Equity Power Buffer ETF December (PDEC) stake by 13% in Q2 2026, selling an estimated $454K and leaving 66,032 shares worth $3.03M. The position accounts for 0.06% of the portfolio, ranked #344.

Independent Financial Group first reported a position in PDEC in Q3 2022 and has held it in 16 quarters since. The position peaked at $3.31M in Q4 2025. 225 funds tracked by Wall St. Rank hold PDEC as of Q2 2026.

  • Independent Financial Group held 66,032 shares of Innovator US Equity Power Buffer ETF December worth $3.03M as of Q2 2026.
  • Independent Financial Group sold 10,089 Innovator US Equity Power Buffer ETF December shares in Q2 2026, an estimated $454K.
  • Innovator US Equity Power Buffer ETF December made up 0.06% of Independent Financial Group's portfolio in Q2 2026, its #344 holding.
  • Independent Financial Group first reported a position in Innovator US Equity Power Buffer ETF December in Q3 2022 and has held it in 16 quarters since.
  • Independent Financial Group's Innovator US Equity Power Buffer ETF December position peaked at $3.31M in Q4 2025.
  • 225 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF December as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.