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

Grand 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
2023
Q3 		– Sell
-1,296
Closed -$43.1K – 75
2023
Q2 		$43.1K Buy
+1,296
New +$41.4K 0.03% 51

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
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
GSIS
Global Strategic Investment Solutions Scottsdale, Arizona $1.03B AUM 16.75% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Grand Wealth Management's PDEC Position: Q3 2023 in Review

Grand Wealth Management sold out of Innovator US Equity Power Buffer ETF December (PDEC) in Q3 2023, closing a stake of 1,296 shares — an estimated $43.1K sold.

Grand Wealth Management first reported a position in PDEC in Q2 2023 and held it in 1 quarter. The position peaked at $43.1K in Q2 2023. 138 funds tracked by Wall St. Rank hold PDEC as of Q3 2023.

  • Grand Wealth Management reported no remaining Innovator US Equity Power Buffer ETF December position as of Q3 2023 after selling out during the quarter.
  • Grand Wealth Management sold 1,296 Innovator US Equity Power Buffer ETF December shares in Q3 2023, an estimated $43.1K.
  • Grand Wealth Management first reported a position in Innovator US Equity Power Buffer ETF December in Q2 2023 and held it in 1 quarter.
  • Grand Wealth Management's Innovator US Equity Power Buffer ETF December position peaked at $43.1K in Q2 2023.
  • 138 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF December as of Q3 2023.

Based on Grand Wealth Management's 13F filing for Q3 2023, filed 9 Nov 2023.