SPC
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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
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% +$9.78K 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

AllianceBernstein
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
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
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Sigma Planning Corp's PDEC Position: Q1 2026 in Review

Sigma Planning Corp reduced its Innovator US Equity Power Buffer ETF December (PDEC) stake by 3.9% in Q1 2026, selling an estimated $17.4K and leaving 9,925 shares worth $422K. The position accounts for 0.01% of the portfolio, ranked #909.

Sigma Planning Corp first reported a position in PDEC in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.79M in Q1 2024. 229 funds tracked by Wall St. Rank hold PDEC as of Q1 2026.

  • Sigma Planning Corp held 9,925 shares of Innovator US Equity Power Buffer ETF December worth $422K as of Q1 2026.
  • Sigma Planning Corp sold 402 Innovator US Equity Power Buffer ETF December shares in Q1 2026, an estimated $17.4K.
  • Innovator US Equity Power Buffer ETF December made up 0.01% of Sigma Planning Corp's portfolio in Q1 2026, its #909 holding.
  • Sigma Planning Corp first reported a position in Innovator US Equity Power Buffer ETF December in Q4 2021 and has held it in 18 quarters since.
  • Sigma Planning Corp's Innovator US Equity Power Buffer ETF December position peaked at $2.79M in Q1 2024.
  • 229 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF December as of Q1 2026.

Based on Sigma Planning Corp's 13F filing for Q1 2026, filed 4 May 2026.