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 Q2	$3.19M	Hold	69,528	–	–	0.02%	729
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

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

Steward Partners Investment Advisory's PDEC Position: Q2 2026 in Review

Steward Partners Investment Advisory held its Innovator US Equity Power Buffer ETF December (PDEC) position steady in Q2 2026 at 69,528 shares worth $3.19M. The position accounts for 0.02% of the portfolio, ranked #729.

Steward Partners Investment Advisory first reported a position in PDEC in Q4 2022 and has held it in 15 quarters since. 225 funds tracked by Wall St. Rank hold PDEC as of Q2 2026.

Steward Partners Investment Advisory held 69,528 shares of Innovator US Equity Power Buffer ETF December worth $3.19M as of Q2 2026.
Steward Partners Investment Advisory 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 Steward Partners Investment Advisory's portfolio in Q2 2026, its #729 holding.
Steward Partners Investment Advisory first reported a position in Innovator US Equity Power Buffer ETF December in Q4 2022 and has held it in 15 quarters since.
225 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF December as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.