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Steward Partners Investment Advisory’s Innovator US Equity Power Buffer ETF December PDEC Stock Holding History

Steward Partners Investment Advisory’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 		$2.95M Sell
69,528
-305
-0.4% -$13.2K 0.02% 704
2025
Q4 		$3.03M Buy
69,833
+1,183
+2% +$50.5K 0.02% 629
2025
Q3 		$2.88M Sell
68,650
-1
-0% -$41 0.02% 648
2025
Q2 		$2.75M Hold
68,651
– – 0.02% 600
2025
Q1 		$2.58M Hold
68,651
– – 0.02% 578
2024
Q4 		$2.64M Hold
68,651
– – 0.02% 554
2024
Q3 		$2.63M Sell
68,651
-817
-1% -$30.9K 0.02% 537
2024
Q2 		$2.61M Hold
69,468
– – 0.03% 507
2024
Q1 		$2.54M Sell
69,468
-827
-1% -$29.6K 0.03% 504
2023
Q4 		$2.47M Hold
70,295
– – 0.03% 451
2023
Q3 		$2.27M Sell
70,295
-12,986
-16% -$433K 0.04% 444
2023
Q2 		$2.77M Hold
83,281
– – 0.04% 396
2023
Q1 		$2.62M Buy
83,281
+3,700
+5% +$114K 0.04% 394
2022
Q4 		$2.38M Buy
+79,581
New +$2.38M 0.04% 410

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PCM
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Focus Partners Wealth
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BCM
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William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HighTower Advisors
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