Capital Investment Advisory Services’s Innovator International Developed Power Buffer ETF December IDEC Stock Holding History

Capital Investment Advisory Services’s Portfolio IDEC Stock Details IDEC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-3,200	Closed	-$90.7K	–	969
2024 Q3	$90.7K	Hold	3,200	–	–	0.01%	606
2024 Q2	$86.2K	Hold	3,200	–	–	0.01%	584
2024 Q1	$85.9K	Hold	3,200	–	–	0.01%	583
2023 Q4	$82.8K	Buy	+3,200	New	+$81.5K	0.01%	611

Other funds holding IDEC

BFG

Berger Financial Group Plymouth, Minnesota $1.96B AUM 20.58% 1-Year Est. Return

Corrado Advisors Ramsey, New Jersey $217M AUM 26.96% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

WPWealth Fort Worth, Texas $654M AUM 13.19% 1-Year Est. Return

CFP

Cypress Financial Planning Haddon Heights, New Jersey $413M AUM 13.08% 1-Year Est. Return

CWG

Crown Wealth Group Charlotte, North Carolina $393M AUM 25.29% 1-Year Est. Return

Capital Investment Advisory Services's IDEC Position: Q4 2024 in Review

Capital Investment Advisory Services sold out of Innovator International Developed Power Buffer ETF December (IDEC) in Q4 2024, closing a stake of 3,200 shares — an estimated $90.7K sold.

Capital Investment Advisory Services first reported a position in IDEC in Q4 2023 and held it in 4 quarters. The position peaked at $90.7K in Q3 2024. 22 funds tracked by Wall St. Rank hold IDEC as of Q4 2024.

Capital Investment Advisory Services reported no remaining Innovator International Developed Power Buffer ETF December position as of Q4 2024 after selling out during the quarter.
Capital Investment Advisory Services sold 3,200 Innovator International Developed Power Buffer ETF December shares in Q4 2024, an estimated $90.7K.
Capital Investment Advisory Services first reported a position in Innovator International Developed Power Buffer ETF December in Q4 2023 and held it in 4 quarters.
Capital Investment Advisory Services's Innovator International Developed Power Buffer ETF December position peaked at $90.7K in Q3 2024.
22 funds tracked by Wall St. Rank held Innovator International Developed Power Buffer ETF December as of Q4 2024.

Based on Capital Investment Advisory Services's 13F filing for Q4 2024, filed 23 Jan 2025.