Siligmueller & Norvid Wealth Advisors’s Innovator US Equity Power Buffer ETF December PDEC Stock Holding History

Siligmueller & Norvid Wealth Advisors’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
2025 Q3	–	Sell	-24,067	Closed	-$968K	–	206
2025 Q2	$968K	Sell	24,067 -53,934	-69%	-$2.06M	0.38%	45
2025 Q1	$2.93M	Buy	78,001 +10,739	+16%	+$414K	1.24%	25
2024 Q4	$2.58M	Buy	+67,262	New	+$2.6M	1.1%	26

Other funds holding PDEC

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Siligmueller & Norvid Wealth Advisors's PDEC Position: Q3 2025 in Review

Siligmueller & Norvid Wealth Advisors sold out of Innovator US Equity Power Buffer ETF December (PDEC) in Q3 2025, closing a stake of 24,067 shares — an estimated $968K sold.

Siligmueller & Norvid Wealth Advisors first reported a position in PDEC in Q4 2024 and held it in 3 quarters. The position peaked at $2.93M in Q1 2025. 206 funds tracked by Wall St. Rank hold PDEC as of Q3 2025.

Siligmueller & Norvid Wealth Advisors reported no remaining Innovator US Equity Power Buffer ETF December position as of Q3 2025 after selling out during the quarter.
Siligmueller & Norvid Wealth Advisors sold 24,067 Innovator US Equity Power Buffer ETF December shares in Q3 2025, an estimated $968K.
Siligmueller & Norvid Wealth Advisors first reported a position in Innovator US Equity Power Buffer ETF December in Q4 2024 and held it in 3 quarters.
Siligmueller & Norvid Wealth Advisors's Innovator US Equity Power Buffer ETF December position peaked at $2.93M in Q1 2025.
206 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF December as of Q3 2025.

Based on Siligmueller & Norvid Wealth Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.