Sound View Wealth Advisors Group’s Innovator US Equity Power Buffer ETF December PDEC Stock Holding History

Sound View Wealth Advisors Group’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	$294K	Sell	6,908 -100	-1%	-$4.33K	0.02%	343
2025 Q4	$304K	Buy	7,008 +405	+6%	+$17.3K	0.02%	350
2025 Q3	$277K	Hold	6,603	–	–	0.02%	363
2025 Q2	$264K	Sell	6,603 -765	-10%	-$29.2K	0.02%	366
2025 Q1	$277K	Hold	7,368	–	–	0.02%	346
2024 Q4	$283K	Buy	7,368 +257	+4%	+$9.93K	0.02%	350
2024 Q3	$272K	Sell	7,111 -980	-12%	-$37.1K	0.02%	352
2024 Q2	$303K	Sell	8,091 -2,811	-26%	-$103K	0.03%	299
2024 Q1	$399K	Sell	10,902 -9,368	-46%	-$336K	0.04%	265
2023 Q4	$711K	Hold	20,270	–	–	0.08%	197
2023 Q3	$656K	Sell	20,270 -783	-4%	-$26.1K	0.08%	189
2023 Q2	$701K	Sell	21,053 -920	-4%	-$29.4K	0.09%	185
2023 Q1	$691K	Buy	21,973 +1,703	+8%	+$52.4K	0.09%	180
2022 Q4	$711K	Buy	+20,270	New	+$606K	0.08%	197

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

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 Chicago, Illinois $34.9B AUM 18.88% 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

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

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

Sound View Wealth Advisors Group's PDEC Position: Q1 2026 in Review

Sound View Wealth Advisors Group reduced its Innovator US Equity Power Buffer ETF December (PDEC) stake by 1.4% in Q1 2026, selling an estimated $4.33K and leaving 6,908 shares worth $294K. The position accounts for 0.02% of the portfolio, ranked #343.

Sound View Wealth Advisors Group first reported a position in PDEC in Q4 2022 and has held it in 14 quarters since. The position peaked at $711K in Q4 2023. 229 funds tracked by Wall St. Rank hold PDEC as of Q1 2026.

Sound View Wealth Advisors Group held 6,908 shares of Innovator US Equity Power Buffer ETF December worth $294K as of Q1 2026.
Sound View Wealth Advisors Group sold 100 Innovator US Equity Power Buffer ETF December shares in Q1 2026, an estimated $4.33K.
Innovator US Equity Power Buffer ETF December made up 0.02% of Sound View Wealth Advisors Group's portfolio in Q1 2026, its #343 holding.
Sound View Wealth Advisors Group first reported a position in Innovator US Equity Power Buffer ETF December in Q4 2022 and has held it in 14 quarters since.
Sound View Wealth Advisors Group's Innovator US Equity Power Buffer ETF December position peaked at $711K in Q4 2023.
229 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF December as of Q1 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q1 2026, filed 6 May 2026.