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Institutional & Family Asset Management’s Innovator US Equity Power Buffer ETF December PDEC Stock Holding History

Institutional & Family Asset 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
2021
Q1 		– Sell
-1,487
Closed -$43K – 980
2020
Q4 		$43K Buy
+1,487
New +$42K 0.01% 346

Other funds holding PDEC

TW
Transform Wealth Greenwood Village, Colorado $1.65B AUM 19.1% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
BMM
Berkshire Money Management Dalton, Massachusetts $976M AUM 13.87% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Institutional & Family Asset Management's PDEC Position: Q1 2021 in Review

Institutional & Family Asset Management sold out of Innovator US Equity Power Buffer ETF December (PDEC) in Q1 2021, closing a stake of 1,487 shares — an estimated $43K sold.

Institutional & Family Asset Management first reported a position in PDEC in Q4 2020 and held it in 1 quarter. The position peaked at $43K in Q4 2020. 68 funds tracked by Wall St. Rank hold PDEC as of Q1 2021.

  • Institutional & Family Asset Management reported no remaining Innovator US Equity Power Buffer ETF December position as of Q1 2021 after selling out during the quarter.
  • Institutional & Family Asset Management sold 1,487 Innovator US Equity Power Buffer ETF December shares in Q1 2021, an estimated $43K.
  • Institutional & Family Asset Management first reported a position in Innovator US Equity Power Buffer ETF December in Q4 2020 and held it in 1 quarter.
  • Institutional & Family Asset Management's Innovator US Equity Power Buffer ETF December position peaked at $43K in Q4 2020.
  • 68 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF December as of Q1 2021.

Based on Institutional & Family Asset Management's 13F filing for Q1 2021, filed 6 May 2021.