Dixon Hughes Goodman Wealth Advisors’s Innovator US Equity Power Buffer ETF December PDEC Stock Holding History

Dixon Hughes Goodman Wealth Advisors’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 Q1	$1.71M	Sell	54,591 -10,278	-16%	-$317K	0.49%	30
2021 Q4	$2.06M	Buy	+64,869	New	+$2.02M	0.67%	18

Other funds holding PDEC

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

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

GSIS

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

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

LNC

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

VBFP

Valtinson Bruner Financial Planning New Brighton, Minnesota $364M AUM 9.63% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

LWA

Lineweaver Wealth Advisors Valley View, Ohio $845M AUM 20.71% 1-Year Est. Return

MCM

MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return

Dixon Hughes Goodman Wealth Advisors's PDEC Position: Q1 2022 in Review

Dixon Hughes Goodman Wealth Advisors reduced its Innovator US Equity Power Buffer ETF December (PDEC) stake by 16% in Q1 2022, selling an estimated $317K and leaving 54,591 shares worth $1.71M. The position accounts for 0.49% of the portfolio, ranked #30.

Dixon Hughes Goodman Wealth Advisors first reported a position in PDEC in Q4 2021 and has held it in 2 quarters since. The position peaked at $2.06M in Q4 2021. 87 funds tracked by Wall St. Rank hold PDEC as of Q1 2022.

Dixon Hughes Goodman Wealth Advisors held 54,591 shares of Innovator US Equity Power Buffer ETF December worth $1.71M as of Q1 2022.
Dixon Hughes Goodman Wealth Advisors sold 10,278 Innovator US Equity Power Buffer ETF December shares in Q1 2022, an estimated $317K.
Innovator US Equity Power Buffer ETF December made up 0.49% of Dixon Hughes Goodman Wealth Advisors's portfolio in Q1 2022, its #30 holding.
Dixon Hughes Goodman Wealth Advisors first reported a position in Innovator US Equity Power Buffer ETF December in Q4 2021 and has held it in 2 quarters since.
Dixon Hughes Goodman Wealth Advisors's Innovator US Equity Power Buffer ETF December position peaked at $2.06M in Q4 2021.
87 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF December as of Q1 2022.

Based on Dixon Hughes Goodman Wealth Advisors's 13F filing for Q1 2022, filed 4 Apr 2022.