EI
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Ellevest Inc’s Innovator US Equity Power Buffer ETF December PDEC Stock Holding History

Ellevest Inc’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
Q3 		– Sell
-1
Closed – – 1791
2022
Q2 		$0 Buy
+1
New +$30 ﹤0.01% 1610

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GSIS
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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
VBFP
Valtinson Bruner Financial Planning New Brighton, Minnesota $364M AUM 9.63% 1-Year Est. Return
LWA
Lineweaver Wealth Advisors Valley View, Ohio $845M AUM 20.71% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Ellevest Inc's PDEC Position: Q3 2022 in Review

Ellevest Inc sold out of Innovator US Equity Power Buffer ETF December (PDEC) in Q3 2022, closing a stake of 1 share.

Ellevest Inc first reported a position in PDEC in Q2 2022 and held it in 1 quarter. The position peaked at $0 in Q2 2022. 85 funds tracked by Wall St. Rank hold PDEC as of Q3 2022.

  • Ellevest Inc reported no remaining Innovator US Equity Power Buffer ETF December position as of Q3 2022 after selling out during the quarter.
  • Ellevest Inc sold 1 Innovator US Equity Power Buffer ETF December share in Q3 2022.
  • Ellevest Inc first reported a position in Innovator US Equity Power Buffer ETF December in Q2 2022 and held it in 1 quarter.
  • Ellevest Inc's Innovator US Equity Power Buffer ETF December position peaked at $0 in Q2 2022.
  • 85 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF December as of Q3 2022.

Based on Ellevest Inc's 13F filing for Q3 2022, filed 2 Nov 2022.