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
2026 Q1	–	Sell	-3,363	Closed	-$146K	–	1889
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 $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

BCM

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

William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 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

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

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

KAS

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

SageView Advisory Group's PDEC Position: Q1 2026 in Review

SageView Advisory Group sold out of Innovator US Equity Power Buffer ETF December (PDEC) in Q1 2026, closing a stake of 3,363 shares — an estimated $146K sold.

SageView Advisory Group first reported a position in PDEC in Q1 2024 and held it in 6 quarters. The position peaked at $7.75M in Q3 2025. 229 funds tracked by Wall St. Rank hold PDEC as of Q1 2026.

SageView Advisory Group reported no remaining Innovator US Equity Power Buffer ETF December position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 3,363 Innovator US Equity Power Buffer ETF December shares in Q1 2026, an estimated $146K.
SageView Advisory Group first reported a position in Innovator US Equity Power Buffer ETF December in Q1 2024 and held it in 6 quarters.
SageView Advisory Group's Innovator US Equity Power Buffer ETF December position peaked at $7.75M in Q3 2025.
229 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF December as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.