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Elmwood Wealth Management’s Innovator US Equity Power Buffer ETF December PDEC Stock Holding History

Elmwood Wealth Management’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 		– Sell
-2,000
Closed -$64K – 254
2021
Q4 		$64K Buy
+2,000
New +$62.2K 0.03% 176

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GSIS
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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
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
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

Elmwood Wealth Management's PDEC Position: Q1 2022 in Review

Elmwood Wealth Management sold out of Innovator US Equity Power Buffer ETF December (PDEC) in Q1 2022, closing a stake of 2,000 shares — an estimated $64K sold.

Elmwood Wealth Management first reported a position in PDEC in Q4 2021 and held it in 1 quarter. The position peaked at $64K in Q4 2021. 87 funds tracked by Wall St. Rank hold PDEC as of Q1 2022.

  • Elmwood Wealth Management reported no remaining Innovator US Equity Power Buffer ETF December position as of Q1 2022 after selling out during the quarter.
  • Elmwood Wealth Management sold 2,000 Innovator US Equity Power Buffer ETF December shares in Q1 2022, an estimated $64K.
  • Elmwood Wealth Management first reported a position in Innovator US Equity Power Buffer ETF December in Q4 2021 and held it in 1 quarter.
  • Elmwood Wealth Management's Innovator US Equity Power Buffer ETF December position peaked at $64K in Q4 2021.
  • 87 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF December as of Q1 2022.

Based on Elmwood Wealth Management's 13F filing for Q1 2022, filed 16 May 2022.