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TSG Advice Partners’s Innovator US Equity Power Buffer ETF December PDEC Stock Holding History

TSG Advice Partners’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 		$591K Hold
13,906
– – 0.09% 73
2025
Q4 		$603K Buy
+13,906
New +$593K 0.09% 59

Other funds holding PDEC

AllianceBernstein
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
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

TSG Advice Partners's PDEC Position: Q1 2026 in Review

TSG Advice Partners held its Innovator US Equity Power Buffer ETF December (PDEC) position steady in Q1 2026 at 13,906 shares worth $591K. The position accounts for 0.09% of the portfolio, ranked #73.

TSG Advice Partners first reported a position in PDEC in Q4 2025 and has held it in 2 quarters since. The position peaked at $603K in Q4 2025. 229 funds tracked by Wall St. Rank hold PDEC as of Q1 2026.

  • TSG Advice Partners held 13,906 shares of Innovator US Equity Power Buffer ETF December worth $591K as of Q1 2026.
  • TSG Advice Partners left its Innovator US Equity Power Buffer ETF December share count unchanged in Q1 2026.
  • Innovator US Equity Power Buffer ETF December made up 0.09% of TSG Advice Partners's portfolio in Q1 2026, its #73 holding.
  • TSG Advice Partners first reported a position in Innovator US Equity Power Buffer ETF December in Q4 2025 and has held it in 2 quarters since.
  • TSG Advice Partners's Innovator US Equity Power Buffer ETF December position peaked at $603K in Q4 2025.
  • 229 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF December as of Q1 2026.

Based on TSG Advice Partners's 13F filing for Q1 2026, filed 24 Apr 2026.