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Riverchase Wealth Management’s Innovator US Equity Power Buffer ETF December PDEC Stock Holding History

Riverchase Wealth Management’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
2025
Q2 		– Sell
-6,224
Closed -$234K – 70
2025
Q1 		$234K Buy
+6,224
New +$240K 0.16% 59

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PCM
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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 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
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Riverchase Wealth Management's PDEC Position: Q2 2025 in Review

Riverchase Wealth Management sold out of Innovator US Equity Power Buffer ETF December (PDEC) in Q2 2025, closing a stake of 6,224 shares — an estimated $234K sold.

Riverchase Wealth Management first reported a position in PDEC in Q1 2025 and held it in 1 quarter. The position peaked at $234K in Q1 2025. 214 funds tracked by Wall St. Rank hold PDEC as of Q2 2025.

  • Riverchase Wealth Management reported no remaining Innovator US Equity Power Buffer ETF December position as of Q2 2025 after selling out during the quarter.
  • Riverchase Wealth Management sold 6,224 Innovator US Equity Power Buffer ETF December shares in Q2 2025, an estimated $234K.
  • Riverchase Wealth Management first reported a position in Innovator US Equity Power Buffer ETF December in Q1 2025 and held it in 1 quarter.
  • Riverchase Wealth Management's Innovator US Equity Power Buffer ETF December position peaked at $234K in Q1 2025.
  • 214 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF December as of Q2 2025.

Based on Riverchase Wealth Management's 13F filing for Q2 2025, filed 24 Jul 2025.