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Keystone Financial Group (Georgia)’s Innovator US Equity Power Buffer ETF December PDEC Stock Holding History

Keystone Financial Group (Georgia)’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 		– Sell
-1,826
Closed -$77.6K – 130
2026
Q1 		$77.6K Sell
1,826
-8,000
-81% -$347K 0.04% 73
2025
Q4 		$426K Hold
9,826
– – 0.22% 41
2025
Q3 		$413K Sell
9,826
-543
-5% -$22.2K 0.23% 42
2025
Q2 		$418K Sell
10,369
-369
-3% -$14.1K 0.27% 43
2025
Q1 		$404K Buy
10,738
+4,428
+70% +$171K 0.28% 40
2024
Q4 		$242K Buy
+6,310
New +$244K 0.2% 59

Other funds holding PDEC

MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
CFS
CRA Financial Services Northfield, New Jersey $868M AUM 25.66% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return
CWRP
Cassady Wealth & Retirement Planning Henderson, Nevada $215M AUM
PWMG
Pinnacle Wealth Management Group Plymouth, Michigan $214M AUM 20.07% 1-Year Est. Return
YWS
Yarger Wealth Strategies Westerville, Ohio $278M AUM 22.01% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Keystone Financial Group (Georgia)'s PDEC Position: Q2 2026 in Review

Keystone Financial Group (Georgia) sold out of Innovator US Equity Power Buffer ETF December (PDEC) in Q2 2026, closing a stake of 1,826 shares — an estimated $77.6K sold.

Keystone Financial Group (Georgia) first reported a position in PDEC in Q4 2024 and held it in 6 quarters. The position peaked at $426K in Q4 2025. 62 funds tracked by Wall St. Rank hold PDEC as of Q2 2026.

  • Keystone Financial Group (Georgia) reported no remaining Innovator US Equity Power Buffer ETF December position as of Q2 2026 after selling out during the quarter.
  • Keystone Financial Group (Georgia) sold 1,826 Innovator US Equity Power Buffer ETF December shares in Q2 2026, an estimated $77.6K.
  • Keystone Financial Group (Georgia) first reported a position in Innovator US Equity Power Buffer ETF December in Q4 2024 and held it in 6 quarters.
  • Keystone Financial Group (Georgia)'s Innovator US Equity Power Buffer ETF December position peaked at $426K in Q4 2025.
  • 62 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF December as of Q2 2026.

Based on Keystone Financial Group (Georgia)'s 13F filing for Q2 2026, filed 21 Jul 2026.