PWMG
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Pinnacle Wealth Management Group’s Innovator US Equity Power Buffer ETF December PDEC Stock Holding History

Pinnacle Wealth Management 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 		$3.28M Sell
71,470
-135
-0.2% -$6.08K 1.53% 22
2026
Q1 		$3.04M Sell
71,605
-650
-0.9% -$28.2K 1.49% 24
2025
Q4 		$3.13M Buy
72,255
+5,015
+7% +$214K 1.57% 21
2025
Q3 		$2.83M Sell
67,240
-400
-0.6% -$16.4K 1.45% 25
2025
Q2 		$2.71M Buy
67,640
+1,100
+2% +$41.9K 1.55% 21
2025
Q1 		$2.5M Buy
66,540
+11,885
+22% +$458K 1.75% 19
2024
Q4 		$2.1M Buy
54,655
+23,285
+74% +$899K 1.31% 24
2024
Q3 		$1.2M Sell
31,370
-2,200
-7% -$83.2K 0.76% 34
2024
Q2 		$1.26M Hold
33,570
– – 0.85% 30
2024
Q1 		$1.23M Hold
33,570
– – 0.91% 30
2023
Q4 		$1.18M Buy
33,570
+8,500
+34% +$284K 0.97% 31
2023
Q3 		$811K Hold
25,070
– – 0.74% 36
2023
Q2 		$834K Hold
25,070
– – 0.73% 36
2023
Q1 		$788K Hold
25,070
– – 0.68% 37
2022
Q4 		$749K Buy
25,070
+650
+3% +$19.4K 0.66% 37
2022
Q3 		$695K Hold
24,420
– – 0.61% 39
2022
Q2 		$702K Sell
24,420
-1,500
-6% -$44.6K 0.59% 42
2022
Q1 		$809K Hold
25,920
– – 0.61% 39
2021
Q4 		$824K Buy
25,920
+9,850
+61% +$307K 0.61% 43
2021
Q3 		$494K Hold
16,070
– – 0.37% 66
2021
Q2 		$490K Buy
+16,070
New +$486K 0.36% 71

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
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
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
SEP
Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return
BWM
BCS Wealth Management Johnson City, Tennessee $555M AUM 18.41% 1-Year Est. Return
MAM
Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return

Pinnacle Wealth Management Group's PDEC Position: Q2 2026 in Review

Pinnacle Wealth Management Group reduced its Innovator US Equity Power Buffer ETF December (PDEC) stake by 0.19% in Q2 2026, selling an estimated $6.08K and leaving 71,470 shares worth $3.28M. The position accounts for 1.53% of the portfolio, ranked #22.

Pinnacle Wealth Management Group first reported a position in PDEC in Q2 2021 and has held it in 21 quarters since. 39 funds tracked by Wall St. Rank hold PDEC as of Q2 2026.

  • Pinnacle Wealth Management Group held 71,470 shares of Innovator US Equity Power Buffer ETF December worth $3.28M as of Q2 2026.
  • Pinnacle Wealth Management Group sold 135 Innovator US Equity Power Buffer ETF December shares in Q2 2026, an estimated $6.08K.
  • Innovator US Equity Power Buffer ETF December made up 1.53% of Pinnacle Wealth Management Group's portfolio in Q2 2026, its #22 holding.
  • Pinnacle Wealth Management Group first reported a position in Innovator US Equity Power Buffer ETF December in Q2 2021 and has held it in 21 quarters since.
  • 39 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF December as of Q2 2026.

Based on Pinnacle Wealth Management Group's 13F filing for Q2 2026, filed 15 Jul 2026.