KA
PDEC icon

Kovack Advisors’s Innovator US Equity Power Buffer ETF December PDEC Stock Holding History

Kovack Advisors’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
Q2 		– Sell
-65,266
Closed -$2.05M – 629
2023
Q1 		$2.05M Buy
+65,266
New +$2.01M 0.28% 72

Other funds holding PDEC

AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 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 $13B AUM 71.84% 1-Year Est. Return
CAG
Compass Advisory Group Melville, New York $421M AUM 17.7% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
GSIS
Global Strategic Investment Solutions Scottsdale, Arizona $1.13B AUM 19.83% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

Kovack Advisors's PDEC Position: Q2 2023 in Review

Kovack Advisors sold out of Innovator US Equity Power Buffer ETF December (PDEC) in Q2 2023, closing a stake of 65,266 shares — an estimated $2.05M sold.

Kovack Advisors first reported a position in PDEC in Q1 2023 and held it in 1 quarter. The position peaked at $2.05M in Q1 2023. 149 funds tracked by Wall St. Rank hold PDEC as of Q2 2023.

  • Kovack Advisors reported no remaining Innovator US Equity Power Buffer ETF December position as of Q2 2023 after selling out during the quarter.
  • Kovack Advisors sold 65,266 Innovator US Equity Power Buffer ETF December shares in Q2 2023, an estimated $2.05M.
  • Kovack Advisors first reported a position in Innovator US Equity Power Buffer ETF December in Q1 2023 and held it in 1 quarter.
  • Kovack Advisors's Innovator US Equity Power Buffer ETF December position peaked at $2.05M in Q1 2023.
  • 149 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF December as of Q2 2023.

Based on Kovack Advisors's 13F filing for Q2 2023, filed 21 Jul 2023.