5L
PDEC icon

55I LLC’s Innovator US Equity Power Buffer ETF December PDEC Stock Holding History

55I LLC’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
2022
Q2 		– Sell
-21,113
Closed -$659K – 644
2022
Q1 		$659K Sell
21,113
-33
-0.2% -$1.02K 0.02% 316
2021
Q4 		$672K Buy
+21,146
New +$658K 0.02% 296

Other funds holding PDEC

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
GSIS
Global Strategic Investment Solutions Scottsdale, Arizona $1.03B AUM 16.75% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
VBFP
Valtinson Bruner Financial Planning New Brighton, Minnesota $364M AUM 9.63% 1-Year Est. Return
LWA
Lineweaver Wealth Advisors Valley View, Ohio $845M AUM 20.71% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return

55I LLC's PDEC Position: Q2 2022 in Review

55I LLC sold out of Innovator US Equity Power Buffer ETF December (PDEC) in Q2 2022, closing a stake of 21,113 shares — an estimated $659K sold.

55I LLC first reported a position in PDEC in Q4 2021 and held it in 2 quarters. The position peaked at $672K in Q4 2021. 89 funds tracked by Wall St. Rank hold PDEC as of Q2 2022.

  • 55I LLC reported no remaining Innovator US Equity Power Buffer ETF December position as of Q2 2022 after selling out during the quarter.
  • 55I LLC sold 21,113 Innovator US Equity Power Buffer ETF December shares in Q2 2022, an estimated $659K.
  • 55I LLC first reported a position in Innovator US Equity Power Buffer ETF December in Q4 2021 and held it in 2 quarters.
  • 55I LLC's Innovator US Equity Power Buffer ETF December position peaked at $672K in Q4 2021.
  • 89 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF December as of Q2 2022.

Based on 55I LLC's 13F filing for Q2 2022, filed 12 Aug 2022.