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Cardinal Point Capital Management’s Innovator US Equity Power Buffer ETF December PDEC Stock Holding History

Cardinal Point Capital 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
2024
Q3 		– Sell
-5,405
Closed -$203K – 85
2024
Q2 		$203K Buy
+5,405
New +$199K 0.04% 73

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Cardinal Point Capital Management's PDEC Position: Q3 2024 in Review

Cardinal Point Capital Management sold out of Innovator US Equity Power Buffer ETF December (PDEC) in Q3 2024, closing a stake of 5,405 shares — an estimated $203K sold.

Cardinal Point Capital Management first reported a position in PDEC in Q2 2024 and held it in 1 quarter. The position peaked at $203K in Q2 2024. 164 funds tracked by Wall St. Rank hold PDEC as of Q3 2024.

  • Cardinal Point Capital Management reported no remaining Innovator US Equity Power Buffer ETF December position as of Q3 2024 after selling out during the quarter.
  • Cardinal Point Capital Management sold 5,405 Innovator US Equity Power Buffer ETF December shares in Q3 2024, an estimated $203K.
  • Cardinal Point Capital Management first reported a position in Innovator US Equity Power Buffer ETF December in Q2 2024 and held it in 1 quarter.
  • Cardinal Point Capital Management's Innovator US Equity Power Buffer ETF December position peaked at $203K in Q2 2024.
  • 164 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF December as of Q3 2024.

Based on Cardinal Point Capital Management's 13F filing for Q3 2024, filed 8 Oct 2024.