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

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return

Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return

Noble Wealth Management PBC Greenwood Village, Colorado $219M AUM 16.47% 1-Year Est. Return

Financial Solutions Advisory Group Chicago, Illinois $791M AUM

First City Capital Management Savannah, Georgia $206M AUM 26.13% 1-Year Est. Return

TopTier Wealth Management Muskego, Wisconsin $166M AUM

Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return

Lakeridge Wealth Management Mentor, Ohio $272M AUM 22.77% 1-Year Est. Return

City Holding Co Charleston, West Virginia $884M AUM 27.52% 1-Year Est. Return