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 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 $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

WealthPlan Investment Management's PDEC Position: Q1 2026 in Review

WealthPlan Investment Management held its Innovator US Equity Power Buffer ETF December (PDEC) position steady in Q1 2026 at 5,136 shares worth $218K. The position accounts for 0.01% of the portfolio, ranked #435.

WealthPlan Investment Management first reported a position in PDEC in Q4 2023 and has held it in 6 quarters since. The position peaked at $5.53M in Q1 2024. 229 funds tracked by Wall St. Rank hold PDEC as of Q1 2026.

WealthPlan Investment Management held 5,136 shares of Innovator US Equity Power Buffer ETF December worth $218K as of Q1 2026.
WealthPlan Investment Management left its Innovator US Equity Power Buffer ETF December share count unchanged in Q1 2026.
Innovator US Equity Power Buffer ETF December made up 0.01% of WealthPlan Investment Management's portfolio in Q1 2026, its #435 holding.
WealthPlan Investment Management first reported a position in Innovator US Equity Power Buffer ETF December in Q4 2023 and has held it in 6 quarters since.
WealthPlan Investment Management's Innovator US Equity Power Buffer ETF December position peaked at $5.53M in Q1 2024.
229 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF December as of Q1 2026.

Based on WealthPlan Investment Management's 13F filing for Q1 2026, filed 29 Apr 2026.