Mutual Advisors’s Innovator US Equity Power Buffer ETF December PDEC Stock Holding History

Mutual Advisors’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	$594K	Sell	13,980 -1,740	-11%	-$75.4K	0.01%	800
2025 Q4	$682K	Buy	15,720 +5,210	+50%	+$222K	0.01%	731
2025 Q3	$445K	Buy	10,510 +4,634	+79%	+$190K	0.01%	904
2025 Q2	$239K	Sell	5,876 -14,910	-72%	-$569K	0.01%	1066
2025 Q1	$778K	Buy	20,786 +5,777	+38%	+$223K	0.02%	544
2024 Q4	$580K	Buy	15,009 +7,786	+108%	+$301K	0.02%	656
2024 Q3	$278K	Sell	7,223 -52	-0.7%	-$1.97K	0.01%	928
2024 Q2	$274K	Sell	7,275 -835	-10%	-$30.7K	0.01%	923
2024 Q1	$297K	Hold	8,110	–	–	0.01%	871
2023 Q4	$285K	Sell	8,110 -493	-6%	-$16.5K	0.01%	832
2023 Q3	$278K	Buy	8,603 +838	+11%	+$28K	0.01%	806
2023 Q2	$258K	Buy	+7,765	New	+$248K	0.01%	859

Other funds holding PDEC

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Mutual Advisors's PDEC Position: Q1 2026 in Review

Mutual Advisors reduced its Innovator US Equity Power Buffer ETF December (PDEC) stake by 11% in Q1 2026, selling an estimated $75.4K and leaving 13,980 shares worth $594K. The position accounts for 0.01% of the portfolio, ranked #800.

Mutual Advisors first reported a position in PDEC in Q2 2023 and has held it in 12 quarters since. The position peaked at $778K in Q1 2025. 229 funds tracked by Wall St. Rank hold PDEC as of Q1 2026.

Mutual Advisors held 13,980 shares of Innovator US Equity Power Buffer ETF December worth $594K as of Q1 2026.
Mutual Advisors sold 1,740 Innovator US Equity Power Buffer ETF December shares in Q1 2026, an estimated $75.4K.
Innovator US Equity Power Buffer ETF December made up 0.01% of Mutual Advisors's portfolio in Q1 2026, its #800 holding.
Mutual Advisors first reported a position in Innovator US Equity Power Buffer ETF December in Q2 2023 and has held it in 12 quarters since.
Mutual Advisors's Innovator US Equity Power Buffer ETF December position peaked at $778K in Q1 2025.
229 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF December as of Q1 2026.

Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.