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PDEC INNOVATOR ETFS TRUST

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US EQTY PWR BUF (fund)

233 managers (233 13F filers) reported a position in PDEC shares at 2025-12-31, 18,916,395 shares in all. 26 filers opened a position and 18 filers sold out during the quarter.

Managers
233
13F filers
233
New
26
Added
86
Reduced
59
Sold out
18
Shares held by filers
18,916,395

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Maia Wealth LLC4,761$206K0.04%013F-HRTimeline
Gladstone Institutional Advisory LLC4,700$204K0.01%new13F-HRTimeline
INTEGRITY ALLIANCE, LLC.4,698$204K0.01%new13F-HRTimeline
Goldstein Advisors, LLC4,679$203K0.02%new13F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.4,309$187K0.15%new13F-HRTimeline
Jessup Wealth Management, Inc3,870$168K0.06%-2,31913F-HRTimeline
SageView Advisory Group, LLC3,363$146K<0.01%-181,08613F-HRTimeline
PFS Partners, LLC3,200$139K0.06%013F-HRTimeline
Bernard Wealth Management Corp.3,021$131K0.05%-1613F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV2,775$120K0.01%-3013F-HRTimeline
Ritter Daniher Financial Advisory LLC /…2,485$108K0.02%new13F-HRTimeline
Financial Network Wealth Advisors LLC2,437$106K0.11%+23113F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC2,235$97K0.01%new13F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC2,018$87.5K0.01%-28513F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,985$86.1K<0.01%013F-HRTimelineGroup
Wagner Wealth Management, LLC1,980$85.9K0.02%013F-HRTimeline
Compass Financial Services Inc1,968$85.4K0.04%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.1,928$83.7K<0.01%new13F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,575$68.3K<0.01%013F-HR/ATimelineGroup
Key Capital Management, INC1,065$46.2K0.05%13F-HRTimeline
Atlantic Private Wealth, LLC877$38K0.02%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO874$37.9K<0.01%-213F-HRTimelineGroup
Whipplewood Advisors, LLC870$37.7K0.02%013F-HRTimeline
Bullseye Investment Management, LLC800$34.7K0.02%new13F-HRTimeline
Garton & Associates Financial Advisors …800$34.7K0.02%13F-HRTimeline
LANARK FINANCIAL, INC.581$25.2K<0.01%+28913F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.539$23.4K<0.01%013F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC330$14.3K<0.01%013F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…322$14K<0.01%013F-HRTimelineGroup
CHAPMAN FINANCIAL GROUP, LLC300$13K0.01%013F-HRTimeline
Elevated Capital Advisors, LLC176$7.63K<0.01%new13F-HRTimeline
Global Wealth Strategies & Associates165$7.16K<0.01%-2,21513F-HRTimeline
Sunbelt Securities, Inc.27$1.17K<0.01%013F-HRTimeline