Sanders Morris Harris’s Innovator US Equity Power Buffer ETF December PDEC Stock Holding History

Sanders Morris Harris’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	–	Sell	-10,500	Closed	-$446K	–	220
2026 Q1	$446K	Buy	+10,500	New	+$455K	0.07%	195
2025 Q3	–	Sell	-5,000	Closed	-$200K	–	325
2025 Q2	$200K	Buy	+5,000	New	+$191K	0.05%	145

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

Sanders Morris Harris's PDEC Position: Q2 2026 in Review

Sanders Morris Harris sold out of Innovator US Equity Power Buffer ETF December (PDEC) in Q2 2026, closing a stake of 10,500 shares — an estimated $446K sold.

Sanders Morris Harris first reported a position in PDEC in Q2 2025 and held it in 2 quarters. The position peaked at $446K in Q1 2026. 225 funds tracked by Wall St. Rank hold PDEC as of Q2 2026.

Sanders Morris Harris reported no remaining Innovator US Equity Power Buffer ETF December position as of Q2 2026 after selling out during the quarter.
Sanders Morris Harris sold 10,500 Innovator US Equity Power Buffer ETF December shares in Q2 2026, an estimated $446K.
Sanders Morris Harris first reported a position in Innovator US Equity Power Buffer ETF December in Q2 2025 and held it in 2 quarters.
Sanders Morris Harris's Innovator US Equity Power Buffer ETF December position peaked at $446K in Q1 2026.
225 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF December as of Q2 2026.

Based on Sanders Morris Harris's 13F filing for Q2 2026, filed 7 Jul 2026.