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 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 $309B AUM 23.92% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Sagespring Wealth Partners's PDEC Position: Q1 2026 in Review

Sagespring Wealth Partners reduced its Innovator US Equity Power Buffer ETF December (PDEC) stake by 1.2% in Q1 2026, selling an estimated $20.3K and leaving 38,611 shares worth $1.64M. The position accounts for 0.03% of the portfolio, ranked #221.

Sagespring Wealth Partners first reported a position in PDEC in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.7M in Q4 2025. 229 funds tracked by Wall St. Rank hold PDEC as of Q1 2026.

Sagespring Wealth Partners held 38,611 shares of Innovator US Equity Power Buffer ETF December worth $1.64M as of Q1 2026.
Sagespring Wealth Partners sold 469 Innovator US Equity Power Buffer ETF December shares in Q1 2026, an estimated $20.3K.
Innovator US Equity Power Buffer ETF December made up 0.03% of Sagespring Wealth Partners's portfolio in Q1 2026, its #221 holding.
Sagespring Wealth Partners first reported a position in Innovator US Equity Power Buffer ETF December in Q4 2024 and has held it in 6 quarters since.
Sagespring Wealth Partners's Innovator US Equity Power Buffer ETF December position peaked at $1.7M in Q4 2025.
229 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF December as of Q1 2026.

Based on Sagespring Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.