Retirement Guys Formula
PDEC icon

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
Q3 		$2.04M Buy
43,275
+245
+0.6% +$11.4K 0.76% 50
2026
Q2 		$1.97M Buy
43,030
+1,677
+4% +$75.5K 0.74% 51
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

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.6B AUM 22.09% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Bellwether Advisors
Bellwether Advisors Lincoln, Nebraska $682M AUM 32.93% 1-Year Est. Return

Retirement Guys Formula's PDEC Position: Q3 2026 in Review

Retirement Guys Formula increased its Innovator US Equity Power Buffer ETF December (PDEC) stake by 0.57% in Q3 2026, buying an estimated $11.4K and bringing the position to 43,275 shares worth $2.04M. The position accounts for 0.76% of the portfolio, ranked #50.

Retirement Guys Formula first reported a position in PDEC in Q4 2025 and has held it in 4 quarters since. 201 funds tracked by Wall St. Rank hold PDEC as of Q3 2026.

  • Retirement Guys Formula held 43,275 shares of Innovator US Equity Power Buffer ETF December worth $2.04M as of Q3 2026.
  • Retirement Guys Formula bought 245 Innovator US Equity Power Buffer ETF December shares in Q3 2026, an estimated $11.4K.
  • Innovator US Equity Power Buffer ETF December made up 0.76% of Retirement Guys Formula's portfolio in Q3 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 4 quarters since.
  • 201 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF December as of Q3 2026.

Based on Retirement Guys Formula's 13F filing for Q3 2026, filed 26 Oct 2026.