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PDEC INNOVATOR ETFS TRUST

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US EQTY PWR BUF (fund)

230 managers (230 13F filers) reported a position in PDEC shares at 2026-03-31, 18,047,030 shares in all. 12 filers opened a position and 19 filers sold out during the quarter.

Managers
230
13F filers
230
New
12
Added
32
Reduced
107
Sold out
19
Shares held by filers
18,047,030

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
CALTON & ASSOCIATES, INC.4,963$211K0.03%-2,77513F-HRTimeline
WorthPointe, LLC4,914$209K0.06%013F-HRTimeline
Madison Wealth Partners, Inc4,868$207K0.03%013F-HRTimeline
Ausdal Financial Partners, Inc.4,857$206K0.01%-21113F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.4,309$183K0.13%013F-HRTimeline
PFS Partners, LLC3,200$136K0.06%013F-HRTimeline
Bernard Wealth Management Corp.3,015$128K0.05%-613F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV2,680$114K0.01%-9513F-HRTimeline
Financial Network Wealth Advisors LLC2,437$104K0.11%013F-HRTimeline
Ritter Daniher Financial Advisory LLC /…2,435$103K0.02%-5013F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC2,235$95K0.01%013F-HRTimeline
Global Assets Advisory, LLC2,197$93.4K0.03%new13F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC2,018$85.8K0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,985$84.4K<0.01%013F-HR/ATimelineGroup
Wagner Wealth Management, LLC1,980$84.2K0.02%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.1,928$82K<0.01%013F-HRTimelineGroup
Keystone Financial Group, Inc.1,826$77.6K0.04%-8,00013F-HRTimeline
CWM, LLCin group CWM, LLC1,736$73.8K<0.01%-3,34613F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,500$63.8K<0.01%-7513F-HRTimelineGroup
Whipplewood Advisors, LLC870$37K0.02%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO874$36.5K<0.01%013F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN500$21.2K<0.01%new13F-HR/ATimelineGroup
LANARK FINANCIAL, INC.484$20.6K<0.01%-9713F-HRTimeline
ROTHSCHILD INVESTMENT LLC330$14K<0.01%013F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…322$13.7K<0.01%013F-HRTimelineGroup
CHAPMAN FINANCIAL GROUP, LLC300$12.8K0.01%013F-HRTimeline
GHP Investment Advisors, Inc.236$10K<0.01%new13F-HRTimeline
Elevated Capital Advisors, LLC176$7.48K<0.01%013F-HRTimeline
Global Wealth Strategies & Associates165$7.01K<0.01%013F-HRTimeline
Sunbelt Securities, Inc.27$1.15K<0.01%013F-HRTimeline