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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 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. 224 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.
224 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.