MW
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
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 $79.5B AUM 27.1% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return
CG
Caprock Group Boise, Idaho $5.22B AUM 42.47% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
CFS
CRA Financial Services Northfield, New Jersey $868M AUM 25.66% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

MBL Wealth's PDEC Position: Q2 2026 in Review

MBL Wealth increased its Innovator US Equity Power Buffer ETF December (PDEC) stake by 1.6% in Q2 2026, buying an estimated $124K and bringing the position to 171,359 shares worth $7.86M. The position accounts for 0.54% of the portfolio, ranked #37.

MBL Wealth first reported a position in PDEC in Q2 2023 and has held it in 13 quarters since. The position peaked at $13.2M in Q1 2024. 114 funds tracked by Wall St. Rank hold PDEC as of Q2 2026.

  • MBL Wealth held 171,359 shares of Innovator US Equity Power Buffer ETF December worth $7.86M as of Q2 2026.
  • MBL Wealth bought 2,758 Innovator US Equity Power Buffer ETF December shares in Q2 2026, an estimated $124K.
  • Innovator US Equity Power Buffer ETF December made up 0.54% of MBL Wealth's portfolio in Q2 2026, its #37 holding.
  • MBL Wealth first reported a position in Innovator US Equity Power Buffer ETF December in Q2 2023 and has held it in 13 quarters since.
  • MBL Wealth's Innovator US Equity Power Buffer ETF December position peaked at $13.2M in Q1 2024.
  • 114 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF December as of Q2 2026.

Based on MBL Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.