GI
PDEC icon

Glovista Investments’s Innovator US Equity Power Buffer ETF December PDEC Stock Holding History

Glovista Investments’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
Q1 		– Sell
-17,316
Closed -$516K – 49
2022
Q4 		$516K Buy
+17,316
New +$517K 0.26% 38

Other funds holding PDEC

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
SWPG
Strategic Wealth Partners Group Deerfield, Illinois $906M AUM 23.4% 1-Year Est. Return
GSIS
Global Strategic Investment Solutions Scottsdale, Arizona $1.03B AUM 16.75% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
CAG
Compass Advisory Group Melville, New York $374M AUM 14.59% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Glovista Investments's PDEC Position: Q1 2023 in Review

Glovista Investments sold out of Innovator US Equity Power Buffer ETF December (PDEC) in Q1 2023, closing a stake of 17,316 shares — an estimated $516K sold.

Glovista Investments first reported a position in PDEC in Q4 2022 and held it in 1 quarter. The position peaked at $516K in Q4 2022. 149 funds tracked by Wall St. Rank hold PDEC as of Q1 2023.

  • Glovista Investments reported no remaining Innovator US Equity Power Buffer ETF December position as of Q1 2023 after selling out during the quarter.
  • Glovista Investments sold 17,316 Innovator US Equity Power Buffer ETF December shares in Q1 2023, an estimated $516K.
  • Glovista Investments first reported a position in Innovator US Equity Power Buffer ETF December in Q4 2022 and held it in 1 quarter.
  • Glovista Investments's Innovator US Equity Power Buffer ETF December position peaked at $516K in Q4 2022.
  • 149 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF December as of Q1 2023.

Based on Glovista Investments's 13F filing for Q1 2023, filed 15 May 2023.