AIA
PDEC icon

Alera Investment Advisors’s Innovator US Equity Power Buffer ETF December PDEC Stock Holding History

Alera Investment Advisors’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
Q4 		– Sell
-24,200
Closed -$689K – 182
2022
Q3 		$689K Hold
24,200
– – 0.2% 68
2022
Q2 		$696K Hold
24,200
– – 0.19% 73
2022
Q1 		$756K Hold
24,200
– – 0.17% 82
2021
Q4 		$769K Buy
+24,200
New +$753K 0.21% 41

Other funds holding PDEC

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
GSIS
Global Strategic Investment Solutions Scottsdale, Arizona $1.03B AUM 16.75% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return

Alera Investment Advisors's PDEC Position: Q4 2022 in Review

Alera Investment Advisors sold out of Innovator US Equity Power Buffer ETF December (PDEC) in Q4 2022, closing a stake of 24,200 shares — an estimated $689K sold.

Alera Investment Advisors first reported a position in PDEC in Q4 2021 and held it in 4 quarters. The position peaked at $769K in Q4 2021. 139 funds tracked by Wall St. Rank hold PDEC as of Q4 2022.

  • Alera Investment Advisors reported no remaining Innovator US Equity Power Buffer ETF December position as of Q4 2022 after selling out during the quarter.
  • Alera Investment Advisors sold 24,200 Innovator US Equity Power Buffer ETF December shares in Q4 2022, an estimated $689K.
  • Alera Investment Advisors first reported a position in Innovator US Equity Power Buffer ETF December in Q4 2021 and held it in 4 quarters.
  • Alera Investment Advisors's Innovator US Equity Power Buffer ETF December position peaked at $769K in Q4 2021.
  • 139 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF December as of Q4 2022.

Based on Alera Investment Advisors's 13F filing for Q4 2022, filed 2 Feb 2023.