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

Nations 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 		$1.15M Sell
24,966
-485
-2% -$21.8K 0.05% 346
2026
Q1 		$1.08M Buy
25,451
+103
+0.4% +$4.46K 0.06% 351
2025
Q4 		$1.1M Sell
25,348
-14,835
-37% -$633K 0.06% 331
2025
Q3 		$1.69M Sell
40,183
-46
-0.1% -$1.88K 0.11% 220
2025
Q2 		$1.61M Buy
40,229
+3,139
+8% +$120K 0.11% 212
2025
Q1 		$1.39M Buy
37,090
+2,350
+7% +$90.6K 0.11% 213
2024
Q4 		$1.33M Buy
34,740
+6,614
+24% +$255K 0.1% 228
2024
Q3 		$1.08M Buy
28,126
+4,462
+19% +$169K 0.08% 263
2024
Q2 		$888K Sell
23,664
-2,157
-8% -$79.4K 0.07% 281
2024
Q1 		$945K Sell
25,821
-6,387
-20% -$229K 0.08% 266
2023
Q4 		$1.13M Buy
32,208
+14,219
+79% +$475K 0.1% 226
2023
Q3 		$582K Sell
17,989
-685
-4% -$22.9K 0.06% 329
2023
Q2 		$621K Sell
18,674
-12,728
-41% -$406K 0.06% 331
2023
Q1 		$988K Buy
31,402
+3,146
+11% +$96.8K 0.1% 230
2022
Q4 		$845K Buy
28,256
+10,513
+59% +$314K 0.09% 249
2022
Q3 		$505K Hold
17,743
– – 0.07% 293
2022
Q2 		$510K Hold
17,743
– – 0.07% 301
2022
Q1 		$554K Sell
17,743
-129
-0.7% -$3.98K 0.07% 300
2021
Q4 		$568K Buy
17,872
+10,898
+156% +$339K 0.07% 272
2021
Q3 		$214K Sell
6,974
-11,447
-62% -$351K 0.03% 417
2021
Q2 		$562K Sell
18,421
-118
-0.6% -$3.57K 0.09% 240
2021
Q1 		$552K Buy
18,539
+866
+5% +$25.3K 0.13% 206
2020
Q4 		$513K Buy
+17,673
New +$500K 0.14% 193

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
CFS
CRA Financial Services Northfield, New Jersey $868M AUM 25.66% 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
KWM
KFG Wealth Management Granger, Indiana $886M AUM 15.98% 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
DI
Diligent Investors Redlands, California $449M AUM 26.15% 1-Year Est. Return

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

Nations Financial Group reduced its Innovator US Equity Power Buffer ETF December (PDEC) stake by 1.9% in Q2 2026, selling an estimated $21.8K and leaving 24,966 shares worth $1.15M. The position accounts for 0.05% of the portfolio, ranked #346.

Nations Financial Group first reported a position in PDEC in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.69M in Q3 2025. 60 funds tracked by Wall St. Rank hold PDEC as of Q2 2026.

  • Nations Financial Group held 24,966 shares of Innovator US Equity Power Buffer ETF December worth $1.15M as of Q2 2026.
  • Nations Financial Group sold 485 Innovator US Equity Power Buffer ETF December shares in Q2 2026, an estimated $21.8K.
  • Innovator US Equity Power Buffer ETF December made up 0.05% of Nations Financial Group's portfolio in Q2 2026, its #346 holding.
  • Nations Financial Group first reported a position in Innovator US Equity Power Buffer ETF December in Q4 2020 and has held it in 23 quarters since.
  • Nations Financial Group's Innovator US Equity Power Buffer ETF December position peaked at $1.69M in Q3 2025.
  • 60 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF December as of Q2 2026.

Based on Nations Financial Group's 13F filing for Q2 2026, filed 23 Jul 2026.