MBL Wealth
PDEC icon

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

MBL Wealth’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
Q3 		$7.49M Sell
159,019
-12,340
-7% -$575K 0.45% 41
2026
Q2 		$7.86M Buy
171,359
+2,758
+2% +$124K 0.54% 37
2026
Q1 		$7.17M Buy
168,601
+38,396
+29% +$1.66M 0.54% 37
2025
Q4 		$5.65M Buy
130,205
+9,732
+8% +$415K 0.45% 49
2025
Q3 		$5.06M Buy
120,473
+4,238
+4% +$174K 0.44% 51
2025
Q2 		$4.65M Buy
116,235
+12,995
+13% +$496K 0.44% 50
2025
Q1 		$3.88M Buy
103,240
+2,370
+2% +$91.4K 0.39% 50
2024
Q4 		$3.88M Sell
100,870
-4,550
-4% -$176K 0.39% 51
2024
Q3 		$4.04M Sell
105,420
-126,622
-55% -$4.79M 0.43% 49
2024
Q2 		$8.7M Sell
232,042
-128,637
-36% -$4.74M 0.97% 24
2024
Q1 		$13.2M Sell
360,679
-11,480
-3% -$411K 1.5% 17
2023
Q4 		$13.1M Buy
372,159
+2,886
+0.8% +$96.4K 1.63% 17
2023
Q3 		$11.9M Sell
369,273
-22,250
-6% -$743K 1.68% 17
2023
Q2 		$13M Buy
+391,523
New +$12.5M 1.84% 17

Other funds holding PDEC

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
CRA Financial Services
CRA Financial Services Northfield, New Jersey $904M AUM 20.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
Global Strategic Investment Solutions
Global Strategic Investment Solutions Scottsdale, Arizona $1.14B AUM 12.88% 1-Year Est. Return
Gill Capital Partners
Gill Capital Partners Denver, Colorado $366M AUM 12.21% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

MBL Wealth's PDEC Position: Q3 2026 in Review

MBL Wealth reduced its Innovator US Equity Power Buffer ETF December (PDEC) stake by 7.2% in Q3 2026, selling an estimated $575K and leaving 159,019 shares worth $7.49M. The position accounts for 0.45% of the portfolio, ranked #41.

MBL Wealth first reported a position in PDEC in Q2 2023 and has held it in 14 quarters since. The position peaked at $13.2M in Q1 2024. 121 funds tracked by Wall St. Rank hold PDEC as of Q3 2026.

  • MBL Wealth held 159,019 shares of Innovator US Equity Power Buffer ETF December worth $7.49M as of Q3 2026.
  • MBL Wealth sold 12,340 Innovator US Equity Power Buffer ETF December shares in Q3 2026, an estimated $575K.
  • Innovator US Equity Power Buffer ETF December made up 0.45% of MBL Wealth's portfolio in Q3 2026, its #41 holding.
  • MBL Wealth first reported a position in Innovator US Equity Power Buffer ETF December in Q2 2023 and has held it in 14 quarters since.
  • MBL Wealth's Innovator US Equity Power Buffer ETF December position peaked at $13.2M in Q1 2024.
  • 121 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF December as of Q3 2026.

Based on MBL Wealth's 13F filing for Q3 2026, filed 22 Oct 2026.