Southland Equity Partners’s Innovator US Equity Power Buffer ETF December PDEC Stock Holding History

Southland Equity Partners’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	$2.74M	Sell	59,748 -375	-0.6%	-$16.9K	0.48%	48
2026 Q1	$2.56M	Sell	60,123 -751	-1%	-$32.6K	0.5%	46
2025 Q4	$2.64M	Sell	60,874 -3,689	-6%	-$157K	0.52%	45
2025 Q3	$2.71M	Sell	64,563 -3,131	-5%	-$128K	0.55%	43
2025 Q2	$2.71M	Sell	67,694 -70	-0.1%	-$2.67K	0.59%	37
2025 Q1	$2.55M	Buy	67,764 +8,204	+14%	+$316K	0.59%	36
2024 Q4	$2.29M	Buy	59,560 +33,542	+129%	+$1.3M	0.53%	40
2024 Q3	$997K	Sell	26,018 -303	-1%	-$11.5K	0.24%	72
2024 Q2	$987K	Hold	26,321	–	–	0.28%	66
2024 Q1	$963K	Hold	26,321	–	–	0.27%	66
2023 Q4	$924K	Buy	26,321 +3,918	+17%	+$131K	0.29%	59
2023 Q3	$725K	Buy	22,403 +1,082	+5%	+$36.1K	0.25%	64
2023 Q2	$710K	Sell	21,321 -404	-2%	-$12.9K	0.24%	63
2023 Q1	$683K	Hold	21,725	–	–	0.27%	59
2022 Q4	$649K	Buy	21,725 +2,662	+14%	+$79.5K	0.25%	61
2022 Q3	$543K	Hold	19,063	–	–	0.27%	64
2022 Q2	$548K	Hold	19,063	–	–	0.25%	73
2022 Q1	$595K	Hold	19,063	–	–	0.25%	70
2021 Q4	$606K	Buy	+19,063	New	+$593K	0.25%	72

Other funds holding PDEC

MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

CRWM

Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return

KWM

KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return

PWMG

Pinnacle Wealth Management Group Plymouth, Michigan $214M AUM 20.07% 1-Year Est. Return

YWS

Yarger Wealth Strategies Westerville, Ohio $278M AUM 22.01% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

BWM

BCS Wealth Management Johnson City, Tennessee $555M AUM 18.41% 1-Year Est. Return

MAM

Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return

Southland Equity Partners's PDEC Position: Q2 2026 in Review

Southland Equity Partners reduced its Innovator US Equity Power Buffer ETF December (PDEC) stake by 0.62% in Q2 2026, selling an estimated $16.9K and leaving 59,748 shares worth $2.74M. The position accounts for 0.48% of the portfolio, ranked #48.

Southland Equity Partners first reported a position in PDEC in Q4 2021 and has held it in 19 quarters since. 54 funds tracked by Wall St. Rank hold PDEC as of Q2 2026.

Southland Equity Partners held 59,748 shares of Innovator US Equity Power Buffer ETF December worth $2.74M as of Q2 2026.
Southland Equity Partners sold 375 Innovator US Equity Power Buffer ETF December shares in Q2 2026, an estimated $16.9K.
Innovator US Equity Power Buffer ETF December made up 0.48% of Southland Equity Partners's portfolio in Q2 2026, its #48 holding.
Southland Equity Partners first reported a position in Innovator US Equity Power Buffer ETF December in Q4 2021 and has held it in 19 quarters since.
54 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF December as of Q2 2026.

Based on Southland Equity Partners's 13F filing for Q2 2026, filed 13 Jul 2026.