PDEC — INNOVATOR S&P 500 POWER BUFFER ETF - DECEMBER

Ownership history in Bellwether Advisors, LLC  ·  21 quarters on record

This page tracks every 13F SEC filing in which Bellwether Advisors, LLC reported a position in INNOVATOR S&P 500 POWER BUFFER ETF - DECEMBER (PDEC). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.72% (2025 Q4)
Avg. % of fund
0.8%
First filed
2020 Q4
Last filed
2025 Q4
Quarters held
21
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 248,755 +49,730 +25.0% 1.72% $10.8M $43.38
2025 Q3 REDUCED 199,025 -5,686 -2.8% 1.38% $8.4M $42.02
2025 Q2 ADDED 204,711 +3,078 +1.5% 1.40% $8.2M $40.01
2025 Q1 ADDED 201,633 +160,738 +393.1% 1.58% $7.6M $37.60
17 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    PDEC price (monthly, adj. close)

Other funds also holding PDEC

As of 2025 Q4 — sorted by position size

Catalina Capital Group, LLC 3.1% CORRADO ADVISORS, LLC 3Y 7Y 1.72% Pinnacle Wealth Management Group, Inc. 3Y 1.57% GILL CAPITAL PARTNERS, LLC 3Y 1.53% YARGER WEALTH STRATEGIES, LLC 3Y 1.38% Chris Bulman Inc 1.11% Outlook Wealth Advisors, LLC 3Y 7Y 1.09% Forty-three Eighteen Advisors, LLC 0.99% FSA Advisors, Inc. 0.89% Compass Advisory Group LLC 3Y 0.85%
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