Kingsview Wealth Management’s Innovator US Equity Power Buffer ETF December PDEC Stock Holding History

Kingsview 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
2025 Q3	–	Sell	-5,815	Closed	-$233K	–	1267
2025 Q2	$233K	Sell	5,815 -3,694	-39%	-$141K	﹤0.01%	1047
2025 Q1	$358K	Buy	+9,509	New	+$367K	0.01%	835
2023 Q3	–	Sell	-11,206	Closed	-$373K	–	987
2023 Q2	$373K	Sell	11,206 -626	-5%	-$20K	0.01%	674
2023 Q1	$372K	Buy	11,832 +3,764	+47%	+$116K	0.02%	653
2022 Q4	$241K	Sell	8,068 -353	-4%	-$10.5K	0.01%	738
2022 Q3	$240K	Buy	+8,421	New	+$250K	0.01%	703

Other funds holding PDEC

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Kingsview Wealth Management's PDEC Position: Q3 2025 in Review

Kingsview Wealth Management sold out of Innovator US Equity Power Buffer ETF December (PDEC) in Q3 2025, closing a stake of 5,815 shares — an estimated $233K sold.

Kingsview Wealth Management first reported a position in PDEC in Q3 2022 and held it in 6 quarters. The position peaked at $373K in Q2 2023. 206 funds tracked by Wall St. Rank hold PDEC as of Q3 2025.

Kingsview Wealth Management reported no remaining Innovator US Equity Power Buffer ETF December position as of Q3 2025 after selling out during the quarter.
Kingsview Wealth Management sold 5,815 Innovator US Equity Power Buffer ETF December shares in Q3 2025, an estimated $233K.
Kingsview Wealth Management first reported a position in Innovator US Equity Power Buffer ETF December in Q3 2022 and held it in 6 quarters.
Kingsview Wealth Management's Innovator US Equity Power Buffer ETF December position peaked at $373K in Q2 2023.
206 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF December as of Q3 2025.

Based on Kingsview Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.