Wagner Wealth Management (South Carolina)’s Innovator US Equity Power Buffer ETF December PDEC Stock Holding History

Wagner Wealth Management (South Carolina)’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 Q2	–	Sell	-1,980	Closed	-$84.2K	–	291
2026 Q1	$84.2K	Hold	1,980	–	–	0.02%	170
2025 Q4	$85.9K	Hold	1,980	–	–	0.02%	165
2025 Q3	$83.2K	Hold	1,980	–	–	0.02%	149
2025 Q2	$79.2K	Hold	1,980	–	–	0.02%	149
2025 Q1	$74.4K	Hold	1,980	–	–	0.02%	140
2024 Q4	$76.1K	Hold	1,980	–	–	0.02%	135
2024 Q3	$75.9K	Hold	1,980	–	–	0.02%	134
2024 Q2	$74.3K	Hold	1,980	–	–	0.02%	153
2024 Q1	$72.5K	Hold	1,980	–	–	0.02%	154
2023 Q4	$69.5K	Buy	+1,980	New	+$66.1K	0.02%	150

Other funds holding PDEC

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 Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Wagner Wealth Management (South Carolina)'s PDEC Position: Q2 2026 in Review

Wagner Wealth Management (South Carolina) sold out of Innovator US Equity Power Buffer ETF December (PDEC) in Q2 2026, closing a stake of 1,980 shares — an estimated $84.2K sold.

Wagner Wealth Management (South Carolina) first reported a position in PDEC in Q4 2023 and held it in 10 quarters. The position peaked at $85.9K in Q4 2025. 222 funds tracked by Wall St. Rank hold PDEC as of Q2 2026.

Wagner Wealth Management (South Carolina) reported no remaining Innovator US Equity Power Buffer ETF December position as of Q2 2026 after selling out during the quarter.
Wagner Wealth Management (South Carolina) sold 1,980 Innovator US Equity Power Buffer ETF December shares in Q2 2026, an estimated $84.2K.
Wagner Wealth Management (South Carolina) first reported a position in Innovator US Equity Power Buffer ETF December in Q4 2023 and held it in 10 quarters.
Wagner Wealth Management (South Carolina)'s Innovator US Equity Power Buffer ETF December position peaked at $85.9K in Q4 2025.
222 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF December as of Q2 2026.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q2 2026, filed 24 Jul 2026.