Sunbelt Securities’s Innovator US Equity Power Buffer ETF December PDEC Stock Holding History

Sunbelt Securities’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	$1.15K	Hold	27	–	–	﹤0.01%	2057
2025 Q4	$1.17K	Hold	27	–	–	﹤0.01%	2016
2025 Q3	$1.14K	Sell	27 -6,395	-100%	-$262K	﹤0.01%	2015
2025 Q2	$247K	Buy	6,422 +6,395	+23,685%	+$244K	0.02%	534
2025 Q1	$1.01K	Sell	27 -6,395	-100%	-$247K	﹤0.01%	1649
2024 Q4	$247K	Hold	6,422	–	–	0.02%	536
2024 Q3	$246K	Hold	6,422	–	–	0.02%	540
2024 Q2	$241K	Sell	6,422 -180	-3%	-$6.63K	0.02%	509
2024 Q1	$242K	Sell	6,602 -38	-0.6%	-$1.36K	0.03%	486
2023 Q4	$233K	Sell	6,640 -4,065	-38%	-$136K	0.03%	457
2023 Q3	$346K	Hold	10,705	–	–	0.05%	367
2023 Q2	$356K	Hold	10,705	–	–	0.05%	348
2023 Q1	$333K	Sell	10,705 -1,995	-16%	-$61.4K	0.05%	328
2022 Q4	$380K	Buy	+12,700	New	+$380K	0.07%	299

Other funds holding PDEC

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

BCM

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

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Sunbelt Securities's PDEC Position: Q1 2026 in Review

Sunbelt Securities held its Innovator US Equity Power Buffer ETF December (PDEC) position steady in Q1 2026 at 27 shares worth $1.15K. The position accounts for ﹤0.01% of the portfolio, ranked #2057.

Sunbelt Securities first reported a position in PDEC in Q4 2022 and has held it in 14 quarters since. The position peaked at $380K in Q4 2022. 229 funds tracked by Wall St. Rank hold PDEC as of Q1 2026.

Sunbelt Securities held 27 shares of Innovator US Equity Power Buffer ETF December worth $1.15K as of Q1 2026.
Sunbelt Securities left its Innovator US Equity Power Buffer ETF December share count unchanged in Q1 2026.
Innovator US Equity Power Buffer ETF December made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #2057 holding.
Sunbelt Securities first reported a position in Innovator US Equity Power Buffer ETF December in Q4 2022 and has held it in 14 quarters since.
Sunbelt Securities's Innovator US Equity Power Buffer ETF December position peaked at $380K in Q4 2022.
229 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF December as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.