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Financial Architects (New Jersey)’s Innovator US Equity Power Buffer ETF December PDEC Stock Holding History

Financial Architects (New Jersey)’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
2023
Q2 		$626K Hold
18,799
– – 0.09% 184
2023
Q1 		$591K Hold
18,799
– – 0.09% 183
2022
Q4 		$562K Buy
+18,799
New +$562K 0.09% 193

Other funds holding PDEC

AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
SWPG
Strategic Wealth Partners Group Deerfield, Illinois $906M AUM 23.4% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
CAG
Compass Advisory Group Melville, New York $421M AUM 17.7% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
GSIS
Global Strategic Investment Solutions Scottsdale, Arizona $1.13B AUM 19.83% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

Financial Architects (New Jersey)'s PDEC Position: Q2 2023 in Review

Financial Architects (New Jersey) held its Innovator US Equity Power Buffer ETF December (PDEC) position steady in Q2 2023 at 18,799 shares worth $626K. The position accounts for 0.09% of the portfolio, ranked #184.

Financial Architects (New Jersey) first reported a position in PDEC in Q4 2022 and has held it in 3 quarters since. 149 funds tracked by Wall St. Rank hold PDEC as of Q2 2023.

  • Financial Architects (New Jersey) held 18,799 shares of Innovator US Equity Power Buffer ETF December worth $626K as of Q2 2023.
  • Financial Architects (New Jersey) left its Innovator US Equity Power Buffer ETF December share count unchanged in Q2 2023.
  • Innovator US Equity Power Buffer ETF December made up 0.09% of Financial Architects (New Jersey)'s portfolio in Q2 2023, its #184 holding.
  • Financial Architects (New Jersey) first reported a position in Innovator US Equity Power Buffer ETF December in Q4 2022 and has held it in 3 quarters since.
  • 149 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF December as of Q2 2023.

Based on Financial Architects (New Jersey)'s 13F filing for Q2 2023, filed 10 Aug 2023.