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Cedar Brook Financial Partners’s Innovator US Equity Power Buffer ETF December PDEC Stock Holding History

Cedar Brook Financial Partners’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
Q2 		– Sell
-11,730
Closed -$429K – 284
2024
Q1 		$429K Buy
11,730
+175
+2% +$6.27K 0.08% 230
2023
Q4 		$406K Buy
+11,555
New +$386K 0.09% 225

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PCM
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Osaic Holdings
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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
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
Envestnet Asset Management
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GSIS
Global Strategic Investment Solutions Scottsdale, Arizona $1.13B AUM 19.83% 1-Year Est. Return

Cedar Brook Financial Partners's PDEC Position: Q2 2024 in Review

Cedar Brook Financial Partners sold out of Innovator US Equity Power Buffer ETF December (PDEC) in Q2 2024, closing a stake of 11,730 shares — an estimated $429K sold.

Cedar Brook Financial Partners first reported a position in PDEC in Q4 2023 and held it in 2 quarters. The position peaked at $429K in Q1 2024. 173 funds tracked by Wall St. Rank hold PDEC as of Q2 2024.

  • Cedar Brook Financial Partners reported no remaining Innovator US Equity Power Buffer ETF December position as of Q2 2024 after selling out during the quarter.
  • Cedar Brook Financial Partners sold 11,730 Innovator US Equity Power Buffer ETF December shares in Q2 2024, an estimated $429K.
  • Cedar Brook Financial Partners first reported a position in Innovator US Equity Power Buffer ETF December in Q4 2023 and held it in 2 quarters.
  • Cedar Brook Financial Partners's Innovator US Equity Power Buffer ETF December position peaked at $429K in Q1 2024.
  • 173 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF December as of Q2 2024.

Based on Cedar Brook Financial Partners's 13F filing for Q2 2024, filed 15 Jul 2024.