Bank of Montreal
PDEC icon

Bank of Montreal’s Innovator US Equity Power Buffer ETF December PDEC Stock Holding History

Bank of Montreal’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
2024
Q4 		– Sell
-14,018
Closed -$537K – 3849
2024
Q3 		$537K Hold
14,018
– – ﹤0.01% 2371
2024
Q2 		$526K Buy
+14,018
New +$516K ﹤0.01% 2370

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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
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of Montreal's PDEC Position: Q4 2024 in Review

Bank of Montreal sold out of Innovator US Equity Power Buffer ETF December (PDEC) in Q4 2024, closing a stake of 14,018 shares — an estimated $537K sold.

Bank of Montreal first reported a position in PDEC in Q2 2024 and held it in 2 quarters. The position peaked at $537K in Q3 2024. 206 funds tracked by Wall St. Rank hold PDEC as of Q4 2024.

  • Bank of Montreal reported no remaining Innovator US Equity Power Buffer ETF December position as of Q4 2024 after selling out during the quarter.
  • Bank of Montreal sold 14,018 Innovator US Equity Power Buffer ETF December shares in Q4 2024, an estimated $537K.
  • Bank of Montreal first reported a position in Innovator US Equity Power Buffer ETF December in Q2 2024 and held it in 2 quarters.
  • Bank of Montreal's Innovator US Equity Power Buffer ETF December position peaked at $537K in Q3 2024.
  • 206 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF December as of Q4 2024.

Based on Bank of Montreal's 13F filing for Q4 2024, filed 13 Feb 2025.