Sigma Planning Corp
PDEC icon

Sigma Planning Corp’s Innovator US Equity Power Buffer ETF December PDEC Stock Holding History

Sigma Planning Corp’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 		$449K Sell
9,525
-400
-4% -$18.6K 0.01% 887
2026
Q2 		$455K Hold
9,925
– – 0.01% 952
2026
Q1 		$422K Sell
9,925
-402
-4% -$17.4K 0.01% 909
2025
Q4 		$448K Sell
10,327
-2,111
-17% -$90.1K 0.01% 838
2025
Q3 		$523K Sell
12,438
-319
-3% -$13.1K 0.01% 796
2025
Q2 		$510K Buy
12,757
+782
+7% +$29.8K 0.02% 774
2025
Q1 		$450K Sell
11,975
-496
-4% -$19.1K 0.01% 780
2024
Q4 		$479K Sell
12,471
-5,274
-30% -$204K 0.02% 759
2024
Q3 		$680K Sell
17,745
-12,489
-41% -$472K 0.02% 633
2024
Q2 		$1.13M Sell
30,234
-45,869
-60% -$1.69M 0.04% 442
2024
Q1 		$2.79M Buy
76,103
+15,459
+25% +$554K 0.09% 236
2023
Q4 		$2.13M Sell
60,644
-7,829
-11% -$261K 0.17% 114
2023
Q3 		$2.22M Sell
68,473
-5,623
-8% -$188K 0.08% 252
2023
Q2 		$2.47M Sell
74,096
-4,787
-6% -$153K 0.09% 248
2023
Q1 		$2.48M Buy
78,883
+5,159
+7% +$159K 0.08% 245
2022
Q4 		$2.2M Buy
73,724
+63,864
+648% +$1.91M 0.08% 265
2022
Q3 		$281K Buy
9,860
+330
+3% +$9.8K 0.01% 973
2022
Q2 		$274K Buy
9,530
+425
+5% +$12.6K 0.01% 1036
2022
Q1 		$284K Buy
9,105
+1,750
+24% +$54K 0.01% 1081
2021
Q4 		$234K Buy
+7,355
New +$229K 0.01% 1209

Other funds holding PDEC

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Bellwether Advisors
Bellwether Advisors Lincoln, Nebraska $682M AUM 32.93% 1-Year Est. Return
MBL Wealth
MBL Wealth Charlotte, North Carolina $1.67B AUM 13.43% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
CRA Financial Services
CRA Financial Services Northfield, New Jersey $904M AUM 20.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
Global Strategic Investment Solutions
Global Strategic Investment Solutions Scottsdale, Arizona $1.14B AUM 12.88% 1-Year Est. Return

Sigma Planning Corp's PDEC Position: Q3 2026 in Review

Sigma Planning Corp reduced its Innovator US Equity Power Buffer ETF December (PDEC) stake by 4% in Q3 2026, selling an estimated $18.6K and leaving 9,525 shares worth $449K. The position accounts for 0.01% of the portfolio, ranked #887.

Sigma Planning Corp first reported a position in PDEC in Q4 2021 and has held it in 20 quarters since. The position peaked at $2.79M in Q1 2024. 134 funds tracked by Wall St. Rank hold PDEC as of Q3 2026.

  • Sigma Planning Corp held 9,525 shares of Innovator US Equity Power Buffer ETF December worth $449K as of Q3 2026.
  • Sigma Planning Corp sold 400 Innovator US Equity Power Buffer ETF December shares in Q3 2026, an estimated $18.6K.
  • Innovator US Equity Power Buffer ETF December made up 0.01% of Sigma Planning Corp's portfolio in Q3 2026, its #887 holding.
  • Sigma Planning Corp first reported a position in Innovator US Equity Power Buffer ETF December in Q4 2021 and has held it in 20 quarters since.
  • Sigma Planning Corp's Innovator US Equity Power Buffer ETF December position peaked at $2.79M in Q1 2024.
  • 134 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF December as of Q3 2026.

Based on Sigma Planning Corp's 13F filing for Q3 2026, filed 23 Oct 2026.