Kingsview Wealth Management’s Innovator US Equity Power Buffer ETF December PDEC Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $233K | Sell |
5,815
-3,694
| -39% | -$148K | ﹤0.01% | 1046 |
|
2025
Q1 | $358K | Buy |
+9,509
| New | +$358K | 0.01% | 835 |
|
2023
Q3 | – | Sell |
-11,206
| Closed | -$373K | – | 987 |
|
2023
Q2 | $373K | Sell |
11,206
-626
| -5% | -$20.8K | 0.01% | 674 |
|
2023
Q1 | $372K | Buy |
11,832
+3,764
| +47% | +$118K | 0.02% | 653 |
|
2022
Q4 | $241K | Sell |
8,068
-353
| -4% | -$10.6K | 0.01% | 738 |
|
2022
Q3 | $240K | Buy |
+8,421
| New | +$240K | 0.01% | 703 |
|