Sagespring Wealth Partners’s Innovator US Equity Power Buffer ETF December PDEC Stock Holding History

Sagespring Wealth Partners’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	$1.54M	Sell	33,497 -5,114	-13%	-$230K	0.02%	263
2026 Q1	$1.64M	Sell	38,611 -469	-1%	-$20.3K	0.03%	221
2025 Q4	$1.7M	Buy	39,080 +23,164	+146%	+$988K	0.03%	212
2025 Q3	$669K	Sell	15,916 -2,989	-16%	-$122K	0.01%	392
2025 Q2	$756K	Buy	18,905 +102	+0.5%	+$3.89K	0.02%	346
2025 Q1	$707K	Sell	18,803 -520	-3%	-$20K	0.02%	315
2024 Q4	$742K	Buy	+19,323	New	+$746K	0.02%	272

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

Sagespring Wealth Partners's PDEC Position: Q2 2026 in Review

Sagespring Wealth Partners reduced its Innovator US Equity Power Buffer ETF December (PDEC) stake by 13% in Q2 2026, selling an estimated $230K and leaving 33,497 shares worth $1.54M. The position accounts for 0.02% of the portfolio, ranked #263.

Sagespring Wealth Partners first reported a position in PDEC in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.7M in Q4 2025. 224 funds tracked by Wall St. Rank hold PDEC as of Q2 2026.

Sagespring Wealth Partners held 33,497 shares of Innovator US Equity Power Buffer ETF December worth $1.54M as of Q2 2026.
Sagespring Wealth Partners sold 5,114 Innovator US Equity Power Buffer ETF December shares in Q2 2026, an estimated $230K.
Innovator US Equity Power Buffer ETF December made up 0.02% of Sagespring Wealth Partners's portfolio in Q2 2026, its #263 holding.
Sagespring Wealth Partners first reported a position in Innovator US Equity Power Buffer ETF December in Q4 2024 and has held it in 7 quarters since.
Sagespring Wealth Partners's Innovator US Equity Power Buffer ETF December position peaked at $1.7M in Q4 2025.
224 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF December as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.