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PDEC INNOVATOR ETFS TRUST

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US EQTY PWR BUF (fund)

215 managers (216 13F filers) reported a position in PDEC shares at 2025-06-30, 21,047,873 shares in all. 18 filers opened a position and 13 filers sold out during the quarter.

Managers
215
13F filers
216
New
18
Added
56
Reduced
75
Sold out
13
Shares held by filers
21,047,873

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Wagner Wealth Management, LLC1,980$79.2K0.02%013F-HRTimeline
Compass Financial Services Inc1,968$78.7K0.04%013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,793$71.7K<0.01%new13F-HRTimelineGroup
Evergreen Private Wealth LLC1,767$70.7K0.03%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,575$63K<0.01%+7513F-HRTimelineGroup
BARCLAYS PLCin group BARCLAYS PLC1,320$52.8K<0.01%+1,16713F-HR/ATimelineGroup
Whipplewood Advisors, LLC870$34.8K0.02%+12013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…848$33.9K<0.01%new13F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO800$32K<0.01%-9,62613F-HRTimelineGroup
Stuart Chaussee & Associates, Inc.350$14K<0.01%-75013F-HRTimeline
ROTHSCHILD INVESTMENT LLC330$13.2K<0.01%013F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…322$12.9K<0.01%new13F-HRTimelineGroup
CHAPMAN FINANCIAL GROUP, LLC300$12K0.01%13F-HRTimeline
LANARK FINANCIAL, INC.292$11K<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.