Lineweaver Wealth Advisors’s Innovator US Equity Power Buffer ETF December PDEC Stock Holding History

Lineweaver Wealth Advisors’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	$596K	Hold	12,979	–	–	0.07%	135
2026 Q1	$552K	Hold	12,979	–	–	0.07%	132
2025 Q4	$563K	Buy	+12,979	New	+$554K	0.08%	140
2023 Q3	–	Sell	-121,831	Closed	-$4.05M	–	143
2023 Q2	$4.05M	Sell	121,831 -90,919	-43%	-$2.9M	1.16%	18
2023 Q1	$6.69M	Sell	212,750 -4,575	-2%	-$141K	2.06%	11
2022 Q4	$6.5M	Buy	217,325 +98,080	+82%	+$2.93M	1.97%	13
2022 Q3	$3.4M	Sell	119,245 -4,160	-3%	-$123K	1.1%	18
2022 Q2	$3.55M	Hold	123,405	–	–	1.17%	16
2022 Q1	$3.85M	Hold	123,405	–	–	1.1%	18
2021 Q4	$3.92M	Buy	+123,405	New	+$3.84M	1.13%	18
2021 Q2	–	Sell	-23,592	Closed	-$702K	–	130
2021 Q1	$702K	Sell	23,592 -506	-2%	-$14.8K	0.25%	54
2020 Q4	$698K	Buy	+24,098	New	+$681K	0.27%	44

Other funds holding PDEC

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 Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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

Lineweaver Wealth Advisors's PDEC Position: Q2 2026 in Review

Lineweaver Wealth Advisors held its Innovator US Equity Power Buffer ETF December (PDEC) position steady in Q2 2026 at 12,979 shares worth $596K. The position accounts for 0.07% of the portfolio, ranked #135.

Lineweaver Wealth Advisors first reported a position in PDEC in Q4 2020 and has held it in 12 quarters since. The position peaked at $6.69M in Q1 2023. 225 funds tracked by Wall St. Rank hold PDEC as of Q2 2026.

Lineweaver Wealth Advisors held 12,979 shares of Innovator US Equity Power Buffer ETF December worth $596K as of Q2 2026.
Lineweaver Wealth Advisors left its Innovator US Equity Power Buffer ETF December share count unchanged in Q2 2026.
Innovator US Equity Power Buffer ETF December made up 0.07% of Lineweaver Wealth Advisors's portfolio in Q2 2026, its #135 holding.
Lineweaver Wealth Advisors first reported a position in Innovator US Equity Power Buffer ETF December in Q4 2020 and has held it in 12 quarters since.
Lineweaver Wealth Advisors's Innovator US Equity Power Buffer ETF December position peaked at $6.69M in Q1 2023.
225 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF December as of Q2 2026.

Based on Lineweaver Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.