Berkshire Money Management’s Innovator US Equity Power Buffer ETF December PDEC Stock Holding History

Berkshire Money Management’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 Q3	–	Sell	-34,047	Closed	-$979K	–	46
2022 Q2	$979K	Buy	+34,047	New	+$1.01M	0.16%	36
2021 Q2	–	Sell	-225,483	Closed	-$6.71M	–	29
2021 Q1	$6.71M	Buy	225,483 +80,075	+55%	+$2.34M	1.17%	17
2020 Q4	$4.22M	Buy	+145,408	New	+$4.11M	0.78%	17

Other funds holding PDEC

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

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

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 Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Berkshire Money Management's PDEC Position: Q3 2022 in Review

Berkshire Money Management sold out of Innovator US Equity Power Buffer ETF December (PDEC) in Q3 2022, closing a stake of 34,047 shares — an estimated $979K sold.

Berkshire Money Management first reported a position in PDEC in Q4 2020 and held it in 3 quarters. The position peaked at $6.71M in Q1 2021. 85 funds tracked by Wall St. Rank hold PDEC as of Q3 2022.

Berkshire Money Management reported no remaining Innovator US Equity Power Buffer ETF December position as of Q3 2022 after selling out during the quarter.
Berkshire Money Management sold 34,047 Innovator US Equity Power Buffer ETF December shares in Q3 2022, an estimated $979K.
Berkshire Money Management first reported a position in Innovator US Equity Power Buffer ETF December in Q4 2020 and held it in 3 quarters.
Berkshire Money Management's Innovator US Equity Power Buffer ETF December position peaked at $6.71M in Q1 2021.
85 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF December as of Q3 2022.

Based on Berkshire Money Management's 13F filing for Q3 2022, filed 21 Oct 2022.