SageView Advisory Group’s Innovator US Equity Power Buffer ETF December PDEC Stock Holding History

SageView Advisory Group’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
2025 Q4	$146K	Sell	3,363 -181,086	-98%	-$7.73M	﹤0.01%	695
2025 Q3	$7.75M	Buy	184,449 +51,279	+39%	+$2.1M	0.27%	47
2025 Q2	$5.42M	Buy	133,170 +61,130	+85%	+$2.33M	0.21%	52
2025 Q1	$2.71M	Buy	72,040 +28,780	+67%	+$1.11M	0.12%	100
2024 Q4	$1.66M	Buy	+43,260	New	+$1.67M	0.07%	143
2024 Q2	–	Sell	-16,831	Closed	-$631K	–	698
2024 Q1	$631K	Buy	+16,831	New	+$603K	0.03%	276

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

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

SageView Advisory Group's PDEC Position: Q4 2025 in Review

SageView Advisory Group reduced its Innovator US Equity Power Buffer ETF December (PDEC) stake by 98% in Q4 2025, selling an estimated $7.73M and leaving 3,363 shares worth $146K. The position accounts for ﹤0.01% of the portfolio, ranked #695.

SageView Advisory Group first reported a position in PDEC in Q1 2024 and has held it in 6 quarters since. The position peaked at $7.75M in Q3 2025. 231 funds tracked by Wall St. Rank hold PDEC as of Q4 2025.

SageView Advisory Group held 3,363 shares of Innovator US Equity Power Buffer ETF December worth $146K as of Q4 2025.
SageView Advisory Group sold 181,086 Innovator US Equity Power Buffer ETF December shares in Q4 2025, an estimated $7.73M.
Innovator US Equity Power Buffer ETF December made up ﹤0.01% of SageView Advisory Group's portfolio in Q4 2025, its #695 holding.
SageView Advisory Group first reported a position in Innovator US Equity Power Buffer ETF December in Q1 2024 and has held it in 6 quarters since.
SageView Advisory Group's Innovator US Equity Power Buffer ETF December position peaked at $7.75M in Q3 2025.
231 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF December as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.