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Crown Wealth Group’s Innovator International Developed Power Buffer ETF December IDEC Stock Holding History

Crown Wealth Group’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
2025
Q1 		– Sell
-11,875
Closed -$315K – 112
2024
Q4 		$315K Hold
11,875
– – 0.13% 81
2024
Q3 		$337K Buy
11,875
+170
+1% +$4.68K 0.15% 79
2024
Q2 		$315K Sell
11,705
-140
-1% -$3.75K 0.16% 75
2024
Q1 		$318K Sell
11,845
-5,385
-31% -$140K 0.16% 68
2023
Q4 		$446K Buy
+17,230
New +$439K 0.27% 47

Other funds holding IDEC

AP
Americana Partners Houston, Texas $4.44B AUM 29.45% 1-Year Est. Return
BFG
Berger Financial Group Plymouth, Minnesota $1.96B AUM 20.58% 1-Year Est. Return
CA
Corrado Advisors Ramsey, New Jersey $217M AUM 26.96% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
FFG
Fiduciary Financial Group San Rafael, California $882M AUM 23.98% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Crown Wealth Group's IDEC Position: Q1 2025 in Review

Crown Wealth Group sold out of Innovator International Developed Power Buffer ETF December (IDEC) in Q1 2025, closing a stake of 11,875 shares — an estimated $315K sold.

Crown Wealth Group first reported a position in IDEC in Q4 2023 and held it in 5 quarters. The position peaked at $446K in Q4 2023. 21 funds tracked by Wall St. Rank hold IDEC as of Q1 2025.

  • Crown Wealth Group reported no remaining Innovator International Developed Power Buffer ETF December position as of Q1 2025 after selling out during the quarter.
  • Crown Wealth Group sold 11,875 Innovator International Developed Power Buffer ETF December shares in Q1 2025, an estimated $315K.
  • Crown Wealth Group first reported a position in Innovator International Developed Power Buffer ETF December in Q4 2023 and held it in 5 quarters.
  • Crown Wealth Group's Innovator International Developed Power Buffer ETF December position peaked at $446K in Q4 2023.
  • 21 funds tracked by Wall St. Rank held Innovator International Developed Power Buffer ETF December as of Q1 2025.

Based on Crown Wealth Group's 13F filing for Q1 2025, filed 25 Apr 2025.