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 Q3	$479K	Sell	10,161 -23,336	-70%	-$1.09M	0.01%	555
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Bellwether Advisors Lincoln, Nebraska $682M AUM 32.93% 1-Year Est. Return

MBL Wealth Charlotte, North Carolina $1.67B AUM 13.43% 1-Year Est. Return

Belpointe Asset Management Reno, Nevada $3.63B AUM 17.81% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

CRA Financial Services Northfield, New Jersey $904M AUM 20.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Sagespring Wealth Partners's PDEC Position: Q3 2026 in Review

Sagespring Wealth Partners reduced its Innovator US Equity Power Buffer ETF December (PDEC) stake by 70% in Q3 2026, selling an estimated $1.09M and leaving 10,161 shares worth $479K. The position accounts for 0.01% of the portfolio, ranked #555.

Sagespring Wealth Partners first reported a position in PDEC in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.7M in Q4 2025. 138 funds tracked by Wall St. Rank hold PDEC as of Q3 2026.

Sagespring Wealth Partners held 10,161 shares of Innovator US Equity Power Buffer ETF December worth $479K as of Q3 2026.
Sagespring Wealth Partners sold 23,336 Innovator US Equity Power Buffer ETF December shares in Q3 2026, an estimated $1.09M.
Innovator US Equity Power Buffer ETF December made up 0.01% of Sagespring Wealth Partners's portfolio in Q3 2026, its #555 holding.
Sagespring Wealth Partners first reported a position in Innovator US Equity Power Buffer ETF December in Q4 2024 and has held it in 8 quarters since.
Sagespring Wealth Partners's Innovator US Equity Power Buffer ETF December position peaked at $1.7M in Q4 2025.
138 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF December as of Q3 2026.

Based on Sagespring Wealth Partners's 13F filing for Q3 2026, filed 22 Oct 2026.