Morgan Stanley
PDEC icon

Morgan Stanley’s Innovator US Equity Power Buffer ETF December PDEC Stock Holding History

Morgan Stanley’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
Q1 		$63.8K Sell
1,500
-75
-5% -$3.25K ﹤0.01% 6325
2025
Q4 		$68.3K Hold
1,575
– – ﹤0.01% 6335
2025
Q3 		$66.2K Hold
1,575
– – ﹤0.01% 6309
2025
Q2 		$63K Buy
1,575
+75
+5% +$2.86K ﹤0.01% 6279
2025
Q1 		$56.4K Hold
1,500
– – ﹤0.01% 6229
2024
Q4 		$57.6K Buy
+1,500
New +$57.9K ﹤0.01% 6245
2022
Q4 		– Sell
-678
Closed -$19K – 7945
2022
Q3 		$19K Buy
+678
New +$20.1K ﹤0.01% 6822
2021
Q2 		– Sell
-3,250
Closed -$97K – 7784
2021
Q1 		$97K Hold
3,250
– – ﹤0.01% 6032
2020
Q4 		$94K Buy
+3,250
New +$91.9K ﹤0.01% 5938

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BCM
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William Blair & Company
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Commonwealth Equity Services
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LPL Financial
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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return