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Authentikos Wealth Advisory’s Innovator US Equity Power Buffer ETF December PDEC Stock Holding History

Authentikos Wealth Advisory’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
2023
Q4 		– Sell
-278
Closed -$9K – 428
2023
Q3 		$9K Buy
+278
New +$9.28K 0.01% 250

Other funds holding PDEC

AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
SWPG
Strategic Wealth Partners Group Deerfield, Illinois $906M AUM 23.4% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return

Authentikos Wealth Advisory's PDEC Position: Q4 2023 in Review

Authentikos Wealth Advisory sold out of Innovator US Equity Power Buffer ETF December (PDEC) in Q4 2023, closing a stake of 278 shares — an estimated $9K sold.

Authentikos Wealth Advisory first reported a position in PDEC in Q3 2023 and held it in 1 quarter. The position peaked at $9K in Q3 2023. 170 funds tracked by Wall St. Rank hold PDEC as of Q4 2023.

  • Authentikos Wealth Advisory reported no remaining Innovator US Equity Power Buffer ETF December position as of Q4 2023 after selling out during the quarter.
  • Authentikos Wealth Advisory sold 278 Innovator US Equity Power Buffer ETF December shares in Q4 2023, an estimated $9K.
  • Authentikos Wealth Advisory first reported a position in Innovator US Equity Power Buffer ETF December in Q3 2023 and held it in 1 quarter.
  • Authentikos Wealth Advisory's Innovator US Equity Power Buffer ETF December position peaked at $9K in Q3 2023.
  • 170 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF December as of Q4 2023.

Based on Authentikos Wealth Advisory's 13F filing for Q4 2023, filed 30 Jan 2024.