Whipplewood Advisors’s Innovator US Equity Power Buffer ETF December PDEC Stock Holding History

Whipplewood Advisors’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	-870	Closed	-$37K	–	936
2026 Q1	$37K	Hold	870	–	–	0.02%	306
2025 Q4	$37.7K	Hold	870	–	–	0.02%	220
2025 Q3	$36.6K	Hold	870	–	–	0.02%	218
2025 Q2	$34.8K	Buy	870 +120	+16%	+$4.58K	0.02%	378
2025 Q1	$32.7K	Sell	750 -120	-14%	-$4.63K	0.02%	375
2024 Q4	$33.4K	Buy	+870	New	+$33.6K	0.02%	373

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

Whipplewood Advisors's PDEC Position: Q2 2026 in Review

Whipplewood Advisors sold out of Innovator US Equity Power Buffer ETF December (PDEC) in Q2 2026, closing a stake of 870 shares — an estimated $37K sold.

Whipplewood Advisors first reported a position in PDEC in Q4 2024 and held it in 6 quarters. The position peaked at $37.7K in Q4 2025. 225 funds tracked by Wall St. Rank hold PDEC as of Q2 2026.

Whipplewood Advisors reported no remaining Innovator US Equity Power Buffer ETF December position as of Q2 2026 after selling out during the quarter.
Whipplewood Advisors sold 870 Innovator US Equity Power Buffer ETF December shares in Q2 2026, an estimated $37K.
Whipplewood Advisors first reported a position in Innovator US Equity Power Buffer ETF December in Q4 2024 and held it in 6 quarters.
Whipplewood Advisors's Innovator US Equity Power Buffer ETF December position peaked at $37.7K in Q4 2025.
225 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF December as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.