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Impact Partnership Wealth’s Innovator US Equity Power Buffer ETF December PDEC Stock Holding History

Impact Partnership Wealth’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
2024
Q1 		– Sell
-86
Closed -$3.02K – 825
2023
Q4 		$3.02K Buy
+86
New +$2.87K ﹤0.01% 640

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
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return

Impact Partnership Wealth's PDEC Position: Q1 2024 in Review

Impact Partnership Wealth sold out of Innovator US Equity Power Buffer ETF December (PDEC) in Q1 2024, closing a stake of 86 shares — an estimated $3.02K sold.

Impact Partnership Wealth first reported a position in PDEC in Q4 2023 and held it in 1 quarter. The position peaked at $3.02K in Q4 2023. 173 funds tracked by Wall St. Rank hold PDEC as of Q1 2024.

  • Impact Partnership Wealth reported no remaining Innovator US Equity Power Buffer ETF December position as of Q1 2024 after selling out during the quarter.
  • Impact Partnership Wealth sold 86 Innovator US Equity Power Buffer ETF December shares in Q1 2024, an estimated $3.02K.
  • Impact Partnership Wealth first reported a position in Innovator US Equity Power Buffer ETF December in Q4 2023 and held it in 1 quarter.
  • Impact Partnership Wealth's Innovator US Equity Power Buffer ETF December position peaked at $3.02K in Q4 2023.
  • 173 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF December as of Q1 2024.

Based on Impact Partnership Wealth's 13F filing for Q1 2024, filed 13 May 2024.