Creative Planning’s Innovator US Equity Power Buffer ETF December PDEC Stock Holding History

Creative Planning’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 Q4	–	Sell	-74,044	Closed	-$2.11M	–	2577
2022 Q3	$2.11M	Sell	74,044 -3,683	-5%	-$109K	﹤0.01%	686
2022 Q2	$2.23M	Buy	+77,727	New	+$2.31M	﹤0.01%	681

Other funds holding PDEC

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

GSIS

Global Strategic Investment Solutions Scottsdale, Arizona $1.03B AUM 16.75% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return

LNC

Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return

Creative Planning's PDEC Position: Q4 2022 in Review

Creative Planning sold out of Innovator US Equity Power Buffer ETF December (PDEC) in Q4 2022, closing a stake of 74,044 shares — an estimated $2.11M sold.

Creative Planning first reported a position in PDEC in Q2 2022 and held it in 2 quarters. The position peaked at $2.23M in Q2 2022. 139 funds tracked by Wall St. Rank hold PDEC as of Q4 2022.

Creative Planning reported no remaining Innovator US Equity Power Buffer ETF December position as of Q4 2022 after selling out during the quarter.
Creative Planning sold 74,044 Innovator US Equity Power Buffer ETF December shares in Q4 2022, an estimated $2.11M.
Creative Planning first reported a position in Innovator US Equity Power Buffer ETF December in Q2 2022 and held it in 2 quarters.
Creative Planning's Innovator US Equity Power Buffer ETF December position peaked at $2.23M in Q2 2022.
139 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF December as of Q4 2022.

Based on Creative Planning's 13F filing for Q4 2022, filed 10 Feb 2023.