TWM
PDEC icon

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

Todd 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
Q3 		$439K Hold
9,309
– – 0.33% 63
2026
Q2 		$427K Hold
9,309
– – 0.32% 63
2026
Q1 		$396K Hold
9,309
– – 0.36% 63
2025
Q4 		$404K Buy
+9,309
New +$397K 0.37% 62

Other funds holding PDEC

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
MBL Wealth
MBL Wealth Charlotte, North Carolina $1.67B AUM 13.43% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
CRA Financial Services
CRA Financial Services Northfield, New Jersey $904M AUM 20.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
Global Strategic Investment Solutions
Global Strategic Investment Solutions Scottsdale, Arizona $1.14B AUM 12.88% 1-Year Est. Return
Gill Capital Partners
Gill Capital Partners Denver, Colorado $366M AUM 12.21% 1-Year Est. Return

Todd Wealth Management's PDEC Position: Q3 2026 in Review

Todd Wealth Management held its Innovator US Equity Power Buffer ETF December (PDEC) position steady in Q3 2026 at 9,309 shares worth $439K. The position accounts for 0.33% of the portfolio, ranked #63.

Todd Wealth Management first reported a position in PDEC in Q4 2025 and has held it in 4 quarters since. 130 funds tracked by Wall St. Rank hold PDEC as of Q3 2026.

  • Todd Wealth Management held 9,309 shares of Innovator US Equity Power Buffer ETF December worth $439K as of Q3 2026.
  • Todd Wealth Management left its Innovator US Equity Power Buffer ETF December share count unchanged in Q3 2026.
  • Innovator US Equity Power Buffer ETF December made up 0.33% of Todd Wealth Management's portfolio in Q3 2026, its #63 holding.
  • Todd Wealth Management first reported a position in Innovator US Equity Power Buffer ETF December in Q4 2025 and has held it in 4 quarters since.
  • 130 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF December as of Q3 2026.

Based on Todd Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.