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 Q2	$317K	Hold	6,908	–	–	0.02%	350
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 $302B AUM 26.44% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Sound View Wealth Advisors Group's PDEC Position: Q2 2026 in Review

Sound View Wealth Advisors Group held its Innovator US Equity Power Buffer ETF December (PDEC) position steady in Q2 2026 at 6,908 shares worth $317K. The position accounts for 0.02% of the portfolio, ranked #350.

Sound View Wealth Advisors Group first reported a position in PDEC in Q4 2022 and has held it in 15 quarters since. The position peaked at $711K in Q4 2023. 225 funds tracked by Wall St. Rank hold PDEC as of Q2 2026.

Sound View Wealth Advisors Group held 6,908 shares of Innovator US Equity Power Buffer ETF December worth $317K as of Q2 2026.
Sound View Wealth Advisors Group left its Innovator US Equity Power Buffer ETF December share count unchanged in Q2 2026.
Innovator US Equity Power Buffer ETF December made up 0.02% of Sound View Wealth Advisors Group's portfolio in Q2 2026, its #350 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 15 quarters since.
Sound View Wealth Advisors Group's Innovator US Equity Power Buffer ETF December position peaked at $711K in Q4 2023.
225 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF December as of Q2 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q2 2026, filed 11 Aug 2026.