WIA
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World Investment Advisors’s Innovator US Equity Power Buffer ETF December PDEC Stock Holding History

World Investment 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
Q1 		$741K Buy
17,443
+3,461
+25% +$150K 0.01% 814
2025
Q4 		$607K Buy
13,982
+847
+6% +$36.1K 0.01% 853
2025
Q3 		$552K Hold
13,135
– – 0.01% 741
2025
Q2 		$526K Sell
13,135
-6,965
-35% -$266K 0.01% 709
2025
Q1 		$756K Hold
20,100
– – 0.02% 572
2024
Q4 		$772K Buy
20,100
+1,625
+9% +$62.8K 0.02% 541
2024
Q3 		$708K Buy
+18,475
New +$699K 0.02% 498
2024
Q1 		– Sell
-11,070
Closed -$384K – 451
2023
Q4 		$384K Buy
+11,070
New +$370K 0.05% 265

Other funds holding PDEC

AllianceBernstein
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
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $8.75B AUM 16.46% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HighTower Advisors
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