Visionary Wealth Advisors’s Innovator US Equity Power Buffer ETF December PDEC Stock Holding History

Visionary Wealth Advisors’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	$798K	Sell	18,785 -4,650	-20%	-$202K	0.04%	319
2025 Q4	$1.02M	Sell	23,435 -477	-2%	-$20.4K	0.05%	272
2025 Q3	$1M	Sell	23,912 -1,283	-5%	-$52.5K	0.05%	274
2025 Q2	$1.01M	Sell	25,195 -614	-2%	-$23.4K	0.05%	272
2025 Q1	$970K	Sell	25,809 -653	-2%	-$25.2K	0.06%	263
2024 Q4	$1.02M	Buy	26,462 +5,243	+25%	+$203K	0.06%	251
2024 Q3	$813K	Sell	21,219 -6	-0%	-$227	0.05%	280
2024 Q2	$796K	Sell	21,225 -1,015	-5%	-$37.4K	0.05%	265
2024 Q1	$814K	Buy	22,240 +2,095	+10%	+$75K	0.05%	253
2023 Q4	$707K	Buy	20,145 +2,789	+16%	+$93.2K	0.05%	267
2023 Q3	$562K	Hold	17,356	–	–	0.05%	279
2023 Q2	$578K	Sell	17,356 -7	-0%	-$224	0.05%	270
2023 Q1	$546K	Hold	17,363	–	–	0.05%	270
2022 Q4	$519K	Buy	+17,363	New	+$519K	0.05%	234
2021 Q2	–	Sell	-46,313	Closed	-$1.38M	–	351
2021 Q1	$1.38M	Sell	46,313 -1,763	-4%	-$51.6K	0.15%	129
2020 Q4	$1.39M	Buy	+48,076	New	+$1.36M	0.16%	119

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

Visionary Wealth Advisors's PDEC Position: Q1 2026 in Review

Visionary Wealth Advisors reduced its Innovator US Equity Power Buffer ETF December (PDEC) stake by 20% in Q1 2026, selling an estimated $202K and leaving 18,785 shares worth $798K. The position accounts for 0.04% of the portfolio, ranked #319.

Visionary Wealth Advisors first reported a position in PDEC in Q4 2020 and has held it in 16 quarters since. The position peaked at $1.39M in Q4 2020. 229 funds tracked by Wall St. Rank hold PDEC as of Q1 2026.

Visionary Wealth Advisors held 18,785 shares of Innovator US Equity Power Buffer ETF December worth $798K as of Q1 2026.
Visionary Wealth Advisors sold 4,650 Innovator US Equity Power Buffer ETF December shares in Q1 2026, an estimated $202K.
Innovator US Equity Power Buffer ETF December made up 0.04% of Visionary Wealth Advisors's portfolio in Q1 2026, its #319 holding.
Visionary Wealth Advisors first reported a position in Innovator US Equity Power Buffer ETF December in Q4 2020 and has held it in 16 quarters since.
Visionary Wealth Advisors's Innovator US Equity Power Buffer ETF December position peaked at $1.39M in Q4 2020.
229 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF December as of Q1 2026.

Based on Visionary Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.