MFG
PDEC icon

Merit Financial Group’s Innovator US Equity Power Buffer ETF December PDEC Stock Holding History

Merit Financial Group’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 		$522K Sell
11,366
-91
-0.8% -$4.1K ﹤0.01% 1474
2026
Q1 		$487K Buy
11,457
+239
+2% +$10.4K ﹤0.01% 1389
2025
Q4 		$487K Buy
11,218
+6,309
+129% +$269K ﹤0.01% 1322
2025
Q3 		$206K Buy
+4,909
New +$201K ﹤0.01% 1660

Other funds holding PDEC

MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return
PWMG
Pinnacle Wealth Management Group Plymouth, Michigan $214M AUM 20.07% 1-Year Est. Return
YWS
Yarger Wealth Strategies Westerville, Ohio $278M AUM 22.01% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
SEP
Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return
BWM
BCS Wealth Management Johnson City, Tennessee $555M AUM 18.41% 1-Year Est. Return
MAM
Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return

Merit Financial Group's PDEC Position: Q2 2026 in Review

Merit Financial Group reduced its Innovator US Equity Power Buffer ETF December (PDEC) stake by 0.79% in Q2 2026, selling an estimated $4.1K and leaving 11,366 shares worth $522K. The position accounts for ﹤0.01% of the portfolio, ranked #1474.

Merit Financial Group first reported a position in PDEC in Q3 2025 and has held it in 4 quarters since. 37 funds tracked by Wall St. Rank hold PDEC as of Q2 2026.

  • Merit Financial Group held 11,366 shares of Innovator US Equity Power Buffer ETF December worth $522K as of Q2 2026.
  • Merit Financial Group sold 91 Innovator US Equity Power Buffer ETF December shares in Q2 2026, an estimated $4.1K.
  • Innovator US Equity Power Buffer ETF December made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1474 holding.
  • Merit Financial Group first reported a position in Innovator US Equity Power Buffer ETF December in Q3 2025 and has held it in 4 quarters since.
  • 37 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF December as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.