McAdam LLC’s Innovator US Equity Power Buffer ETF December PDEC Stock Holding History

McAdam LLC’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	$429K	Sell	9,346 -59	-0.6%	-$2.66K	0.02%	303
2026 Q1	$400K	Buy	9,405 +91	+1%	+$3.94K	0.02%	281
2025 Q4	$404K	Buy	9,314 +2,306	+33%	+$98.4K	0.02%	271
2025 Q3	$294K	Buy	7,008 +1,695	+32%	+$69.4K	0.01%	308
2025 Q2	$213K	Buy	+5,313	New	+$203K	0.01%	354
2025 Q1	–	Sell	-5,313	Closed	-$204K	–	378
2024 Q4	$204K	Buy	+5,313	New	+$205K	0.01%	336

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

McAdam LLC's PDEC Position: Q2 2026 in Review

McAdam LLC reduced its Innovator US Equity Power Buffer ETF December (PDEC) stake by 0.63% in Q2 2026, selling an estimated $2.66K and leaving 9,346 shares worth $429K. The position accounts for 0.02% of the portfolio, ranked #303.

McAdam LLC first reported a position in PDEC in Q4 2024 and has held it in 6 quarters since. 225 funds tracked by Wall St. Rank hold PDEC as of Q2 2026.

McAdam LLC held 9,346 shares of Innovator US Equity Power Buffer ETF December worth $429K as of Q2 2026.
McAdam LLC sold 59 Innovator US Equity Power Buffer ETF December shares in Q2 2026, an estimated $2.66K.
Innovator US Equity Power Buffer ETF December made up 0.02% of McAdam LLC's portfolio in Q2 2026, its #303 holding.
McAdam LLC first reported a position in Innovator US Equity Power Buffer ETF December in Q4 2024 and has held it in 6 quarters since.
225 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF December as of Q2 2026.

Based on McAdam LLC's 13F filing for Q2 2026, filed 4 Aug 2026.