Spire Wealth Management’s Innovator US Equity Power Buffer ETF December PDEC Stock Holding History

Spire Wealth Management’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	$957K	Sell	20,849 -773	-4%	-$34.8K	0.03%	400
2026 Q1	$919K	Hold	21,622	–	–	0.03%	400
2025 Q4	$938K	Buy	21,622 +2,312	+12%	+$98.7K	0.03%	401
2025 Q3	$811K	Hold	19,310	–	–	0.03%	414
2025 Q2	$773K	Hold	19,310	–	–	0.03%	414
2025 Q1	$726K	Hold	19,310	–	–	0.02%	476
2024 Q4	$742K	Buy	19,310 +5,950	+45%	+$230K	0.02%	463
2024 Q3	$512K	Hold	13,360	–	–	0.02%	511
2024 Q2	$501K	Buy	13,360 +1	+0%	+$37	0.02%	486
2024 Q1	$489K	Sell	13,359 -1	-0%	-$36	0.01%	517
2023 Q4	$473K	Buy	13,360 +9,560	+252%	+$319K	0.02%	528
2023 Q3	$123K	Hold	3,800	–	–	﹤0.01%	879
2023 Q2	$126K	Hold	3,800	–	–	﹤0.01%	898
2023 Q1	$120K	Buy	+3,800	New	+$117K	﹤0.01%	906
2022 Q3	–	Sell	-3,100	Closed	-$89K	–	2487
2022 Q2	$89K	Hold	3,100	–	–	﹤0.01%	1077
2022 Q1	$97K	Hold	3,100	–	–	﹤0.01%	1174
2021 Q4	$99K	Buy	+3,100	New	+$96.5K	﹤0.01%	1411

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

Spire Wealth Management's PDEC Position: Q2 2026 in Review

Spire Wealth Management reduced its Innovator US Equity Power Buffer ETF December (PDEC) stake by 3.6% in Q2 2026, selling an estimated $34.8K and leaving 20,849 shares worth $957K. The position accounts for 0.03% of the portfolio, ranked #400.

Spire Wealth Management first reported a position in PDEC in Q4 2021 and has held it in 17 quarters since. 225 funds tracked by Wall St. Rank hold PDEC as of Q2 2026.

Spire Wealth Management held 20,849 shares of Innovator US Equity Power Buffer ETF December worth $957K as of Q2 2026.
Spire Wealth Management sold 773 Innovator US Equity Power Buffer ETF December shares in Q2 2026, an estimated $34.8K.
Innovator US Equity Power Buffer ETF December made up 0.03% of Spire Wealth Management's portfolio in Q2 2026, its #400 holding.
Spire Wealth Management first reported a position in Innovator US Equity Power Buffer ETF December in Q4 2021 and has held it in 17 quarters since.
225 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF December as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.