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

Long Island 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 Q1	$1.09M	Sell	25,724 -800	-3%	-$34.7K	0.51%	40
2025 Q4	$1.15M	Hold	26,524	–	–	0.54%	39
2025 Q3	$1.11M	Hold	26,524	–	–	0.54%	40
2025 Q2	$1.06M	Hold	26,524	–	–	0.55%	39
2025 Q1	$997K	Buy	26,524 +770	+3%	+$29.7K	0.61%	38
2024 Q4	$989K	Buy	25,754 +210	+0.8%	+$8.11K	0.62%	37
2024 Q3	$979K	Hold	25,544	–	–	0.64%	36
2024 Q2	$958K	Hold	25,544	–	–	0.68%	35
2024 Q1	$935K	Sell	25,544 -9,765	-28%	-$350K	0.66%	37
2023 Q4	$1.24M	Buy	+35,309	New	+$1.18M	0.88%	32

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

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

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

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

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

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Long Island Wealth Management's PDEC Position: Q1 2026 in Review

Long Island Wealth Management reduced its Innovator US Equity Power Buffer ETF December (PDEC) stake by 3% in Q1 2026, selling an estimated $34.7K and leaving 25,724 shares worth $1.09M. The position accounts for 0.51% of the portfolio, ranked #40.

Long Island Wealth Management first reported a position in PDEC in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.24M in Q4 2023. 229 funds tracked by Wall St. Rank hold PDEC as of Q1 2026.

Long Island Wealth Management held 25,724 shares of Innovator US Equity Power Buffer ETF December worth $1.09M as of Q1 2026.
Long Island Wealth Management sold 800 Innovator US Equity Power Buffer ETF December shares in Q1 2026, an estimated $34.7K.
Innovator US Equity Power Buffer ETF December made up 0.51% of Long Island Wealth Management's portfolio in Q1 2026, its #40 holding.
Long Island Wealth Management first reported a position in Innovator US Equity Power Buffer ETF December in Q4 2023 and has held it in 10 quarters since.
Long Island Wealth Management's Innovator US Equity Power Buffer ETF December position peaked at $1.24M in Q4 2023.
229 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF December as of Q1 2026.

Based on Long Island Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.