Wood Tarver Financial Group’s Innovator US Equity Power Buffer ETF December PDEC Stock Holding History

Wood Tarver Financial Group’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	$295K	Sell	6,945 -525	-7%	-$22.8K	0.08%	123
2025 Q4	$324K	Sell	7,470 -29	-0.4%	-$1.24K	0.09%	121
2025 Q3	$315K	Sell	7,499 -188	-2%	-$7.7K	0.09%	122
2025 Q2	$307K	Sell	7,687 -4,855	-39%	-$185K	0.09%	115
2025 Q1	$472K	Sell	12,542 -217	-2%	-$8.37K	0.15%	84
2024 Q4	$490K	Buy	+12,759	New	+$493K	0.16%	81

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

Wood Tarver Financial Group's PDEC Position: Q1 2026 in Review

Wood Tarver Financial Group reduced its Innovator US Equity Power Buffer ETF December (PDEC) stake by 7% in Q1 2026, selling an estimated $22.8K and leaving 6,945 shares worth $295K. The position accounts for 0.08% of the portfolio, ranked #123.

Wood Tarver Financial Group first reported a position in PDEC in Q4 2024 and has held it in 6 quarters since. The position peaked at $490K in Q4 2024. 229 funds tracked by Wall St. Rank hold PDEC as of Q1 2026.

Wood Tarver Financial Group held 6,945 shares of Innovator US Equity Power Buffer ETF December worth $295K as of Q1 2026.
Wood Tarver Financial Group sold 525 Innovator US Equity Power Buffer ETF December shares in Q1 2026, an estimated $22.8K.
Innovator US Equity Power Buffer ETF December made up 0.08% of Wood Tarver Financial Group's portfolio in Q1 2026, its #123 holding.
Wood Tarver Financial Group first reported a position in Innovator US Equity Power Buffer ETF December in Q4 2024 and has held it in 6 quarters since.
Wood Tarver Financial Group's Innovator US Equity Power Buffer ETF December position peaked at $490K in Q4 2024.
229 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF December as of Q1 2026.

Based on Wood Tarver Financial Group's 13F filing for Q1 2026, filed 12 May 2026.