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

Lineweaver Wealth 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
2026
Q2 		$596K Hold
12,979
– – 0.07% 135
2026
Q1 		$552K Hold
12,979
– – 0.07% 132
2025
Q4 		$563K Buy
+12,979
New +$554K 0.08% 140
2023
Q3 		– Sell
-121,831
Closed -$4.05M – 143
2023
Q2 		$4.05M Sell
121,831
-90,919
-43% -$2.9M 1.16% 18
2023
Q1 		$6.69M Sell
212,750
-4,575
-2% -$141K 2.06% 11
2022
Q4 		$6.5M Buy
217,325
+98,080
+82% +$2.93M 1.97% 13
2022
Q3 		$3.4M Sell
119,245
-4,160
-3% -$123K 1.1% 18
2022
Q2 		$3.55M Hold
123,405
– – 1.17% 16
2022
Q1 		$3.85M Hold
123,405
– – 1.1% 18
2021
Q4 		$3.92M Buy
+123,405
New +$3.84M 1.13% 18
2021
Q2 		– Sell
-23,592
Closed -$702K – 130
2021
Q1 		$702K Sell
23,592
-506
-2% -$14.8K 0.25% 54
2020
Q4 		$698K Buy
+24,098
New +$681K 0.27% 44

Other funds holding PDEC

CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return
SEP
Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $219M AUM 16.47% 1-Year Est. Return
FSAG
Financial Solutions Advisory Group Chicago, Illinois $791M AUM
FCCM
First City Capital Management Savannah, Georgia $206M AUM 26.13% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return
CHC
City Holding Co Charleston, West Virginia $884M AUM 27.52% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
CWS
Cypress Wealth Services Palm Desert, California $813M AUM 27.86% 1-Year Est. Return