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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
Q2 		$324K Buy
7,074
+129
+2% +$5.81K 0.08% 127
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
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
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Cetera Investment Advisers
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

Wood Tarver Financial Group's PDEC Position: Q2 2026 in Review

Wood Tarver Financial Group increased its Innovator US Equity Power Buffer ETF December (PDEC) stake by 1.9% in Q2 2026, buying an estimated $5.81K and bringing the position to 7,074 shares worth $324K. The position accounts for 0.08% of the portfolio, ranked #127.

Wood Tarver Financial Group first reported a position in PDEC in Q4 2024 and has held it in 7 quarters since. The position peaked at $490K in Q4 2024. 225 funds tracked by Wall St. Rank hold PDEC as of Q2 2026.

  • Wood Tarver Financial Group held 7,074 shares of Innovator US Equity Power Buffer ETF December worth $324K as of Q2 2026.
  • Wood Tarver Financial Group bought 129 Innovator US Equity Power Buffer ETF December shares in Q2 2026, an estimated $5.81K.
  • Innovator US Equity Power Buffer ETF December made up 0.08% of Wood Tarver Financial Group's portfolio in Q2 2026, its #127 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 7 quarters since.
  • Wood Tarver Financial Group's Innovator US Equity Power Buffer ETF December position peaked at $490K in Q4 2024.
  • 225 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF December as of Q2 2026.

Based on Wood Tarver Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.