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Retirement Guys Formula’s Innovator US Equity Power Buffer ETF December PDEC Stock Holding History

Retirement Guys Formula’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 		$1.76M Buy
41,353
+1,250
+3% +$54.2K 0.81% 50
2025
Q4 		$1.74M Buy
+40,103
New +$1.71M 0.79% 45

Other funds holding PDEC

AllianceBernstein
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
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
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HighTower Advisors
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

Retirement Guys Formula's PDEC Position: Q1 2026 in Review

Retirement Guys Formula increased its Innovator US Equity Power Buffer ETF December (PDEC) stake by 3.1% in Q1 2026, buying an estimated $54.2K and bringing the position to 41,353 shares worth $1.76M. The position accounts for 0.81% of the portfolio, ranked #50.

Retirement Guys Formula first reported a position in PDEC in Q4 2025 and has held it in 2 quarters since. 229 funds tracked by Wall St. Rank hold PDEC as of Q1 2026.

  • Retirement Guys Formula held 41,353 shares of Innovator US Equity Power Buffer ETF December worth $1.76M as of Q1 2026.
  • Retirement Guys Formula bought 1,250 Innovator US Equity Power Buffer ETF December shares in Q1 2026, an estimated $54.2K.
  • Innovator US Equity Power Buffer ETF December made up 0.81% of Retirement Guys Formula's portfolio in Q1 2026, its #50 holding.
  • Retirement Guys Formula first reported a position in Innovator US Equity Power Buffer ETF December in Q4 2025 and has held it in 2 quarters since.
  • 229 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF December as of Q1 2026.

Based on Retirement Guys Formula's 13F filing for Q1 2026, filed 22 Apr 2026.