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

Modera 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 Q2	$529K	Hold	11,531	–	–	0.01%	447
2026 Q1	$490K	Hold	11,531	–	–	0.01%	438
2025 Q4	$500K	Hold	11,531	–	–	0.01%	457
2025 Q3	$485K	Hold	11,531	–	–	0.01%	459
2025 Q2	$461K	Hold	11,531	–	–	0.01%	461
2025 Q1	$434K	Hold	11,531	–	–	0.01%	454
2024 Q4	$443K	Hold	11,531	–	–	0.01%	460
2024 Q3	$442K	Hold	11,531	–	–	0.01%	431
2024 Q2	$433K	Hold	11,531	–	–	0.01%	415
2024 Q1	$422K	Hold	11,531	–	–	0.01%	417
2023 Q4	$405K	Hold	11,531	–	–	0.01%	408
2023 Q3	$373K	Hold	11,531	–	–	0.01%	405
2023 Q2	$384K	Buy	+11,531	New	+$368K	0.01%	424

Other funds holding PDEC

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 $103B AUM 28.65% 1-Year Est. Return

KAS

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

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

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

Modera Wealth Management's PDEC Position: Q2 2026 in Review

Modera Wealth Management held its Innovator US Equity Power Buffer ETF December (PDEC) position steady in Q2 2026 at 11,531 shares worth $529K. The position accounts for 0.01% of the portfolio, ranked #447.

Modera Wealth Management first reported a position in PDEC in Q2 2023 and has held it in 13 quarters since. 143 funds tracked by Wall St. Rank hold PDEC as of Q2 2026.

Modera Wealth Management held 11,531 shares of Innovator US Equity Power Buffer ETF December worth $529K as of Q2 2026.
Modera Wealth Management left its Innovator US Equity Power Buffer ETF December share count unchanged in Q2 2026.
Innovator US Equity Power Buffer ETF December made up 0.01% of Modera Wealth Management's portfolio in Q2 2026, its #447 holding.
Modera Wealth Management first reported a position in Innovator US Equity Power Buffer ETF December in Q2 2023 and has held it in 13 quarters since.
143 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF December as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.