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 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 $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 $79.5B AUM 27.1% 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 $31B AUM 28.39% 1-Year Est. Return

WealthShield Partners's PDEC Position: Q1 2026 in Review

WealthShield Partners held its Innovator US Equity Power Buffer ETF December (PDEC) position steady in Q1 2026 at 5,582 shares worth $237K. The position accounts for 0.03% of the portfolio, ranked #319.

WealthShield Partners first reported a position in PDEC in Q4 2023 and has held it in 9 quarters since. The position peaked at $242K in Q4 2025. 229 funds tracked by Wall St. Rank hold PDEC as of Q1 2026.

WealthShield Partners held 5,582 shares of Innovator US Equity Power Buffer ETF December worth $237K as of Q1 2026.
WealthShield Partners left its Innovator US Equity Power Buffer ETF December share count unchanged in Q1 2026.
Innovator US Equity Power Buffer ETF December made up 0.03% of WealthShield Partners's portfolio in Q1 2026, its #319 holding.
WealthShield Partners first reported a position in Innovator US Equity Power Buffer ETF December in Q4 2023 and has held it in 9 quarters since.
WealthShield Partners's Innovator US Equity Power Buffer ETF December position peaked at $242K in Q4 2025.
229 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF December as of Q1 2026.

Based on WealthShield Partners's 13F filing for Q1 2026, filed 1 May 2026.