Kovitz Investment Group Partners’s Innovator US Equity Power Buffer ETF December PDEC Stock Holding History

Kovitz Investment Group 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 Q4	–	Sell	-1,071,452	Closed	-$45M	–	1068
2025 Q3	$45M	Sell	1,071,452 -15,950	-1%	-$653K	0.18%	118
2025 Q2	$43.5M	Buy	1,087,402 +44,192	+4%	+$1.69M	0.19%	108
2025 Q1	$39.2M	Sell	1,043,210 -26,680	-2%	-$1.03M	0.2%	105
2024 Q4	$41.1M	Buy	1,069,890 +93,074	+10%	+$3.6M	0.2%	101
2024 Q3	$37.4K	Sell	976,816 -28,601	-3%	-$1.08M	﹤0.01%	1011
2024 Q2	$37.7M	Buy	+1,005,417	New	+$37M	0.32%	54

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

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

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

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Kovitz Investment Group Partners's PDEC Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of Innovator US Equity Power Buffer ETF December (PDEC) in Q4 2025, closing a stake of 1,071,452 shares — an estimated $45M sold.

Kovitz Investment Group Partners first reported a position in PDEC in Q2 2024 and held it in 6 quarters. The position peaked at $45M in Q3 2025. 231 funds tracked by Wall St. Rank hold PDEC as of Q4 2025.

Kovitz Investment Group Partners reported no remaining Innovator US Equity Power Buffer ETF December position as of Q4 2025 after selling out during the quarter.
Kovitz Investment Group Partners sold 1,071,452 Innovator US Equity Power Buffer ETF December shares in Q4 2025, an estimated $45M.
Kovitz Investment Group Partners first reported a position in Innovator US Equity Power Buffer ETF December in Q2 2024 and held it in 6 quarters.
Kovitz Investment Group Partners's Innovator US Equity Power Buffer ETF December position peaked at $45M in Q3 2025.
231 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF December as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.