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

Outlook Wealth 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	$2.96M	Sell	69,623 -41,258	-37%	-$1.79M	0.72%	31
2025 Q4	$4.81M	Buy	110,881 +368	+0.3%	+$15.7K	1.09%	22
2025 Q3	$4.64M	Sell	110,513 -670	-0.6%	-$27.4K	1.16%	17
2025 Q2	$4.45M	Buy	111,183 +369	+0.3%	+$14.1K	1.14%	18
2025 Q1	$4.17M	Buy	110,814 +58,514	+112%	+$2.26M	1.16%	17
2024 Q4	$2.01M	Buy	52,300 +129	+0.2%	+$4.98K	0.58%	34
2024 Q3	$2M	Buy	52,171 +502	+1%	+$19K	0.57%	35
2024 Q2	$403K	Sell	51,669 -149	-0.3%	-$5.49K	0.13%	161
2024 Q1	$1.9M	Sell	51,818 -964	-2%	-$34.5K	0.59%	37
2023 Q4	$1.85M	Sell	52,782 -14	-0%	-$468	0.65%	34
2023 Q3	$1.71M	Sell	52,796 -1,057	-2%	-$35.3K	0.65%	37
2023 Q2	$1.79M	Buy	53,853 +262	+0.5%	+$8.37K	0.68%	36
2023 Q1	$1.69M	Buy	+53,591	New	+$1.65M	0.75%	33
2021 Q4	–	Sell	-51,189	Closed	-$1.57M	–	221
2021 Q3	$1.57M	Sell	51,189 -1,034	-2%	-$31.7K	0.51%	48
2021 Q2	$1.59M	Sell	52,223 -3,207	-6%	-$97K	0.51%	49
2021 Q1	$1.65M	Buy	55,430 +15,740	+40%	+$461K	0.57%	43
2020 Q4	$1.15M	Buy	+39,690	New	+$1.12M	0.42%	65

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

Outlook Wealth Advisors's PDEC Position: Q1 2026 in Review

Outlook Wealth Advisors reduced its Innovator US Equity Power Buffer ETF December (PDEC) stake by 37% in Q1 2026, selling an estimated $1.79M and leaving 69,623 shares worth $2.96M. The position accounts for 0.72% of the portfolio, ranked #31.

Outlook Wealth Advisors first reported a position in PDEC in Q4 2020 and has held it in 17 quarters since. The position peaked at $4.81M in Q4 2025. 229 funds tracked by Wall St. Rank hold PDEC as of Q1 2026.

Outlook Wealth Advisors held 69,623 shares of Innovator US Equity Power Buffer ETF December worth $2.96M as of Q1 2026.
Outlook Wealth Advisors sold 41,258 Innovator US Equity Power Buffer ETF December shares in Q1 2026, an estimated $1.79M.
Innovator US Equity Power Buffer ETF December made up 0.72% of Outlook Wealth Advisors's portfolio in Q1 2026, its #31 holding.
Outlook Wealth Advisors first reported a position in Innovator US Equity Power Buffer ETF December in Q4 2020 and has held it in 17 quarters since.
Outlook Wealth Advisors's Innovator US Equity Power Buffer ETF December position peaked at $4.81M in Q4 2025.
229 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF December as of Q1 2026.

Based on Outlook Wealth Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.