UBS Group
PDEC icon

UBS Group’s Innovator US Equity Power Buffer ETF December PDEC Stock Holding History

UBS Group’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 		$65.5K Buy
+1,391
New +$64.8K ﹤0.01% 7437
2025
Q3 		– Sell
-36,556
Closed -$1.46M – 10773
2025
Q2 		$1.46M Buy
36,556
+36,230
+11,113% +$1.38M ﹤0.01% 5120
2025
Q1 		$12.3K Buy
+326
New +$12.6K ﹤0.01% 8505
2024
Q4 		– Sell
-34,577
Closed -$1.32M – 10271
2024
Q3 		$1.32M Buy
34,577
+30,567
+762% +$1.16M ﹤0.01% 4389
2024
Q2 		$150K Buy
4,010
+3,520
+718% +$130K ﹤0.01% 5866
2024
Q1 		$17.9K Buy
+490
New +$17.6K ﹤0.01% 6970
2023
Q4 		– Sell
-1,544
Closed -$50K – 9751
2023
Q3 		$50K Sell
1,544
-1,621
-51% -$54.1K ﹤0.01% 6288
2023
Q2 		$105K Buy
3,165
+2,194
+226% +$70.1K ﹤0.01% 5975
2023
Q1 		$30.5K Sell
971
-497
-34% -$15.3K ﹤0.01% 6788
2022
Q4 		$43.9K Buy
+1,468
New +$43.9K ﹤0.01% 6891
2022
Q3 		– Sell
-443
Closed -$13K – 10774
2022
Q2 		$13K Buy
+443
New +$13.2K ﹤0.01% 7535
2022
Q1 		– Sell
-2,243
Closed -$71K – 10732
2021
Q4 		$71K Sell
2,243
-1,472
-40% -$45.8K ﹤0.01% 6612
2021
Q3 		$114K Buy
3,715
+2,268
+157% +$69.6K ﹤0.01% 5749
2021
Q2 		$44K Sell
1,447
-1,869
-56% -$56.5K ﹤0.01% 6560
2021
Q1 		$99K Buy
+3,316
New +$97K ﹤0.01% 5976
2020
Q4 		– Sell
-1,353
Closed -$37K – 8648
2020
Q3 		$37K Buy
+1,353
New +$37K ﹤0.01% 5855
2020
Q2 		– Sell
-1,404
Closed -$33K – 8255
2020
Q1 		$33K Buy
+1,404
New +$36.4K ﹤0.01% 6142

Other funds holding PDEC

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.6B AUM 22.09% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Bellwether Advisors
Bellwether Advisors Lincoln, Nebraska $682M AUM 32.93% 1-Year Est. Return

UBS Group's PDEC Position: Q3 2026 in Review

UBS Group opened a new position in Innovator US Equity Power Buffer ETF December (PDEC) in Q3 2026: 1,391 shares worth $65.5K. The stake represents ﹤0.01% of the portfolio and ranks #7437 among its holdings. This is a return to the name: UBS Group previously reported a position in PDEC as recently as Q2 2025.

UBS Group first reported a position in PDEC in Q1 2020 and has held it in 17 quarters since. The position peaked at $1.46M in Q2 2025. 201 funds tracked by Wall St. Rank hold PDEC as of Q3 2026.

  • UBS Group held 1,391 shares of Innovator US Equity Power Buffer ETF December worth $65.5K as of Q3 2026.
  • Innovator US Equity Power Buffer ETF December was a new UBS Group position in Q3 2026.
  • Innovator US Equity Power Buffer ETF December made up ﹤0.01% of UBS Group's portfolio in Q3 2026, its #7437 holding.
  • UBS Group first reported a position in Innovator US Equity Power Buffer ETF December in Q1 2020 and has held it in 17 quarters since.
  • UBS Group's Innovator US Equity Power Buffer ETF December position peaked at $1.46M in Q2 2025.
  • 201 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF December as of Q3 2026.

Based on UBS Group's 13F filing for Q3 2026, filed 10 Nov 2026.