Nations Financial Group
PDEC icon

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
Q3 		$1.15M Sell
24,454
-512
-2% -$23.9K 0.06% 339
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

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
MBL Wealth
MBL Wealth Charlotte, North Carolina $1.67B AUM 13.43% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
CRA Financial Services
CRA Financial Services Northfield, New Jersey $904M AUM 20.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
Global Strategic Investment Solutions
Global Strategic Investment Solutions Scottsdale, Arizona $1.14B AUM 12.88% 1-Year Est. Return
Gill Capital Partners
Gill Capital Partners Denver, Colorado $366M AUM 12.21% 1-Year Est. Return

Nations Financial Group's PDEC Position: Q3 2026 in Review

Nations Financial Group reduced its Innovator US Equity Power Buffer ETF December (PDEC) stake by 2.1% in Q3 2026, selling an estimated $23.9K and leaving 24,454 shares worth $1.15M. The position accounts for 0.06% of the portfolio, ranked #339.

Nations Financial Group first reported a position in PDEC in Q4 2020 and has held it in 24 quarters since. The position peaked at $1.69M in Q3 2025. 130 funds tracked by Wall St. Rank hold PDEC as of Q3 2026.

  • Nations Financial Group held 24,454 shares of Innovator US Equity Power Buffer ETF December worth $1.15M as of Q3 2026.
  • Nations Financial Group sold 512 Innovator US Equity Power Buffer ETF December shares in Q3 2026, an estimated $23.9K.
  • Innovator US Equity Power Buffer ETF December made up 0.06% of Nations Financial Group's portfolio in Q3 2026, its #339 holding.
  • Nations Financial Group first reported a position in Innovator US Equity Power Buffer ETF December in Q4 2020 and has held it in 24 quarters since.
  • Nations Financial Group's Innovator US Equity Power Buffer ETF December position peaked at $1.69M in Q3 2025.
  • 130 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF December as of Q3 2026.

Based on Nations Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.