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Rothschild Investment LLC’s Innovator US Equity Power Buffer ETF December PDEC Stock Holding History

Rothschild Investment LLC’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 		$15.1K Hold
330
– – ﹤0.01% 1674
2026
Q1 		$14K Hold
330
– – ﹤0.01% 1555
2025
Q4 		$14.3K Hold
330
– – ﹤0.01% 1444
2025
Q3 		$13.9K Hold
330
– – ﹤0.01% 1341
2025
Q2 		$13.2K Hold
330
– – ﹤0.01% 1137
2025
Q1 		$12.4K Hold
330
– – ﹤0.01% 1124
2024
Q4 		$12.7K Hold
330
– – ﹤0.01% 1106
2024
Q3 		$12.6K Hold
330
– – ﹤0.01% 1106
2024
Q2 		$12.4K Hold
330
– – ﹤0.01% 1074
2024
Q1 		$12.1K Hold
330
– – ﹤0.01% 1029
2023
Q4 		$11.6K Buy
+330
New +$11K ﹤0.01% 971

Other funds holding PDEC

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return
CG
Caprock Group Boise, Idaho $5.22B AUM 42.47% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Rothschild Investment LLC's PDEC Position: Q2 2026 in Review

Rothschild Investment LLC held its Innovator US Equity Power Buffer ETF December (PDEC) position steady in Q2 2026 at 330 shares worth $15.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1674.

Rothschild Investment LLC first reported a position in PDEC in Q4 2023 and has held it in 11 quarters since. 143 funds tracked by Wall St. Rank hold PDEC as of Q2 2026.

  • Rothschild Investment LLC held 330 shares of Innovator US Equity Power Buffer ETF December worth $15.1K as of Q2 2026.
  • Rothschild Investment LLC left its Innovator US Equity Power Buffer ETF December share count unchanged in Q2 2026.
  • Innovator US Equity Power Buffer ETF December made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #1674 holding.
  • Rothschild Investment LLC first reported a position in Innovator US Equity Power Buffer ETF December in Q4 2023 and has held it in 11 quarters since.
  • 143 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF December as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.