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

Lakeridge 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
2026 Q2	$676K	Hold	14,729	–	–	0.25%	81
2026 Q1	$626K	Hold	14,729	–	–	0.27%	81
2025 Q4	$639K	Buy	14,729 +4,162	+39%	+$178K	0.29%	72
2025 Q3	$444K	Hold	10,567	–	–	0.2%	90
2025 Q2	$423K	Hold	10,567	–	–	0.19%	92
2025 Q1	$397K	Sell	10,567 -55	-0.5%	-$2.12K	0.2%	99
2024 Q4	$408K	Buy	+10,622	New	+$410K	0.21%	90

Other funds holding PDEC

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

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

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

SEP

Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return

BWM

BCS Wealth Management Johnson City, Tennessee $555M AUM 18.41% 1-Year Est. Return

MAM

Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return

Lakeridge Wealth Management's PDEC Position: Q2 2026 in Review

Lakeridge Wealth Management held its Innovator US Equity Power Buffer ETF December (PDEC) position steady in Q2 2026 at 14,729 shares worth $676K. The position accounts for 0.25% of the portfolio, ranked #81.

Lakeridge Wealth Management first reported a position in PDEC in Q4 2024 and has held it in 7 quarters since. 31 funds tracked by Wall St. Rank hold PDEC as of Q2 2026.

Lakeridge Wealth Management held 14,729 shares of Innovator US Equity Power Buffer ETF December worth $676K as of Q2 2026.
Lakeridge Wealth Management left its Innovator US Equity Power Buffer ETF December share count unchanged in Q2 2026.
Innovator US Equity Power Buffer ETF December made up 0.25% of Lakeridge Wealth Management's portfolio in Q2 2026, its #81 holding.
Lakeridge Wealth Management first reported a position in Innovator US Equity Power Buffer ETF December in Q4 2024 and has held it in 7 quarters since.
31 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF December as of Q2 2026.

Based on Lakeridge Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.