DHJJ Financial Advisors’s Innovator US Equity Power Buffer ETF December PDEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $465K | Hold |
11,628
| – | – | 0.17% | 102 |
|
|
2025
Q1 | $437K | Buy |
11,628
+40
| +0.3% | +$1.5K | 0.18% | 97 |
|
|
2024
Q4 | $445K | Buy |
11,588
+261
| +2% | +$10K | 0.17% | 100 |
|
|
2024
Q3 | $434K | Sell |
11,327
-1,995
| -15% | -$76.4K | 0.17% | 102 |
|
|
2024
Q2 | $500K | Sell |
13,322
-100
| -0.7% | -$3.75K | 0.21% | 85 |
|
|
2024
Q1 | $491K | Sell |
13,422
-170
| -1% | -$6.22K | 0.22% | 82 |
|
|
2023
Q4 | $477K | Buy |
13,592
+2,485
| +22% | +$87.2K | 0.22% | 81 |
|
|
2023
Q3 | $359K | Sell |
11,107
-603
| -5% | -$19.5K | 0.18% | 91 |
|
|
2023
Q2 | $390K | Sell |
11,710
-100
| -0.8% | -$3.33K | 0.2% | 94 |
|
|
2023
Q1 | $371K | Hold |
11,810
| – | – | 0.2% | 94 |
|
|
2022
Q4 | $353K | Buy |
11,810
+2,488
| +27% | +$74.4K | 0.2% | 98 |
|
|
2022
Q3 | $265K | Sell |
9,322
-25
| -0.3% | -$711 | 0.15% | 108 |
|
|
2022
Q2 | $269K | Buy |
9,347
+85
| +0.9% | +$2.45K | 0.15% | 111 |
|
|
2022
Q1 | $289K | Buy |
9,262
+40
| +0.4% | +$1.25K | 0.14% | 110 |
|
|
2021
Q4 | $299K | Buy |
+9,222
| New | +$299K | 0.14% | 109 |
|