WealthShield Partners’s Innovator US Equity Power Buffer ETF December PDEC Stock Holding History

WealthShield Partners’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	$256K	Hold	5,582	–	–	0.04%	205
2026 Q1	$237K	Hold	5,582	–	–	0.03%	319
2025 Q4	$242K	Buy	5,582 +2,082	+59%	+$88.8K	0.03%	311
2025 Q3	$147K	Hold	3,500	–	–	0.02%	364
2025 Q2	$140K	Hold	3,500	–	–	0.02%	352
2025 Q1	$132K	Hold	3,500	–	–	0.02%	349
2024 Q4	$134K	Buy	+3,500	New	+$135K	0.02%	313
2024 Q3	–	Sell	-1,416	Closed	-$53.1K	–	499
2024 Q2	$53.1K	Hold	1,416	–	–	0.01%	355
2024 Q1	$51.8K	Hold	1,416	–	–	0.01%	350
2023 Q4	$49.7K	Buy	+1,416	New	+$47.3K	0.01%	360

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

WealthShield Partners's PDEC Position: Q2 2026 in Review

WealthShield Partners held its Innovator US Equity Power Buffer ETF December (PDEC) position steady in Q2 2026 at 5,582 shares worth $256K. The position accounts for 0.04% of the portfolio, ranked #205.

WealthShield Partners first reported a position in PDEC in Q4 2023 and has held it in 10 quarters since. 224 funds tracked by Wall St. Rank hold PDEC as of Q2 2026.

WealthShield Partners held 5,582 shares of Innovator US Equity Power Buffer ETF December worth $256K as of Q2 2026.
WealthShield Partners left its Innovator US Equity Power Buffer ETF December share count unchanged in Q2 2026.
Innovator US Equity Power Buffer ETF December made up 0.04% of WealthShield Partners's portfolio in Q2 2026, its #205 holding.
WealthShield Partners first reported a position in Innovator US Equity Power Buffer ETF December in Q4 2023 and has held it in 10 quarters since.
224 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF December as of Q2 2026.

Based on WealthShield Partners's 13F filing for Q2 2026, filed 12 Aug 2026.