WealthPlan Investment Management’s Innovator US Equity Power Buffer ETF December PDEC Stock Holding History

WealthPlan Investment Management’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	-5,136	Closed	-$218K	–	493
2026 Q1	$218K	Hold	5,136	–	–	0.01%	435
2025 Q4	$223K	Hold	5,136	–	–	0.01%	353
2025 Q3	$216K	Hold	5,136	–	–	0.01%	316
2025 Q2	$205K	Buy	+5,136	New	+$196K	0.02%	333
2024 Q2	–	Sell	-151,140	Closed	-$5.53M	–	193
2024 Q1	$5.53M	Buy	151,140 +91,448	+153%	+$3.28M	0.84%	51
2023 Q4	$2.1M	Buy	+59,692	New	+$1.99M	0.34%	73

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

WealthPlan Investment Management's PDEC Position: Q2 2026 in Review

WealthPlan Investment Management sold out of Innovator US Equity Power Buffer ETF December (PDEC) in Q2 2026, closing a stake of 5,136 shares — an estimated $218K sold.

WealthPlan Investment Management first reported a position in PDEC in Q4 2023 and held it in 6 quarters. The position peaked at $5.53M in Q1 2024. 225 funds tracked by Wall St. Rank hold PDEC as of Q2 2026.

WealthPlan Investment Management reported no remaining Innovator US Equity Power Buffer ETF December position as of Q2 2026 after selling out during the quarter.
WealthPlan Investment Management sold 5,136 Innovator US Equity Power Buffer ETF December shares in Q2 2026, an estimated $218K.
WealthPlan Investment Management first reported a position in Innovator US Equity Power Buffer ETF December in Q4 2023 and held it in 6 quarters.
WealthPlan Investment Management's Innovator US Equity Power Buffer ETF December position peaked at $5.53M in Q1 2024.
225 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF December as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.