AWM
Atticus Wealth Management’s Innovator US Equity Power Buffer ETF December PDEC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.91M | Hold |
47,728
| – | – | 0.52% | 31 |
|
|
2025
Q1 | $1.79M | Hold |
47,728
| – | – | 0.59% | 30 |
|
|
2024
Q4 | $1.83M | Hold |
47,728
| – | – | 0.57% | 31 |
|
|
2024
Q3 | $1.83M | Hold |
47,728
| – | – | 0.59% | 30 |
|
|
2024
Q2 | $1.79M | Hold |
47,728
| – | – | 0.59% | 29 |
|
|
2024
Q1 | $1.75M | Hold |
47,728
| – | – | 0.57% | 31 |
|
|
2023
Q4 | $1.68M | Buy |
47,728
+16,978
| +55% | +$596K | 0.59% | 29 |
|
|
2023
Q3 | $995K | Hold |
30,750
| – | – | 0.38% | 37 |
|
|
2023
Q2 | $1.02M | Sell |
30,750
-26,207
| -46% | -$872K | 0.38% | 38 |
|
|
2023
Q1 | $1.79M | Buy |
56,957
+26,207
| +85% | +$824K | 0.68% | 23 |
|
|
2022
Q4 | $919K | Buy |
+30,750
| New | +$919K | 0.38% | 49 |
|