Wealth Enhancement Advisory Services’s Innovator US Equity Power Buffer ETF December PDEC Stock Holding History

Wealth Enhancement Advisory Services’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	$1.54M	Sell	33,367 -10,057	-23%	-$453K	﹤0.01%	1755
2026 Q1	$1.85M	Sell	43,424 -158,576	-79%	-$6.87M	﹤0.01%	1433
2025 Q4	$8.81M	Buy	202,000 +130,538	+183%	+$5.57M	0.01%	744
2025 Q3	$3.01M	Sell	71,462 -7,684	-10%	-$315K	﹤0.01%	1211
2025 Q2	$3.18M	Sell	79,146 -64,504	-45%	-$2.46M	0.01%	1118
2025 Q1	$5.4M	Sell	143,650 -11,582	-7%	-$446K	0.01%	808
2024 Q4	$5.96M	Buy	155,232 +81,229	+110%	+$3.14M	0.01%	738
2024 Q3	$2.84M	Sell	74,003 -18,841	-20%	-$712K	0.01%	922
2024 Q2	$3.48M	Buy	92,844 +3,112	+3%	+$115K	0.01%	800
2024 Q1	$3.28M	Sell	89,732 -2,565	-3%	-$91.9K	0.01%	783
2023 Q4	$3.24M	Buy	92,297 +19,765	+27%	+$660K	0.01%	738
2023 Q3	$2.35M	Buy	+72,532	New	+$2.42M	0.01%	804

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 $104B AUM 28.3% 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

Wealth Enhancement Advisory Services's PDEC Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its Innovator US Equity Power Buffer ETF December (PDEC) stake by 23% in Q2 2026, selling an estimated $453K and leaving 33,367 shares worth $1.54M. The position accounts for ﹤0.01% of the portfolio, ranked #1755.

Wealth Enhancement Advisory Services first reported a position in PDEC in Q3 2023 and has held it in 12 quarters since. The position peaked at $8.81M in Q4 2025. 225 funds tracked by Wall St. Rank hold PDEC as of Q2 2026.

Wealth Enhancement Advisory Services held 33,367 shares of Innovator US Equity Power Buffer ETF December worth $1.54M as of Q2 2026.
Wealth Enhancement Advisory Services sold 10,057 Innovator US Equity Power Buffer ETF December shares in Q2 2026, an estimated $453K.
Innovator US Equity Power Buffer ETF December made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1755 holding.
Wealth Enhancement Advisory Services first reported a position in Innovator US Equity Power Buffer ETF December in Q3 2023 and has held it in 12 quarters since.
Wealth Enhancement Advisory Services's Innovator US Equity Power Buffer ETF December position peaked at $8.81M in Q4 2025.
225 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF December as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.