Macroview Investment Management’s Innovator US Equity Power Buffer ETF December PDEC Stock Holding History

Macroview Investment 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
2024 Q4	–	Sell	-626	Closed	-$24K	–	402
2024 Q3	$24K	Hold	626	–	–	0.02%	166
2024 Q2	$23.5K	Hold	626	–	–	0.02%	169
2024 Q1	$22.9K	Buy	626 +44	+8%	+$1.58K	0.03%	182
2023 Q4	$20.4K	Buy	+582	New	+$19.4K	0.02%	188
2023 Q3	–	Sell	-31,084	Closed	-$1.03M	–	854
2023 Q2	$1.03M	Sell	31,084 -246	-0.8%	-$7.86K	1.59%	22
2023 Q1	$985K	Buy	+31,330	New	+$964K	1.58%	23

Other funds holding PDEC

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Macroview Investment Management's PDEC Position: Q4 2024 in Review

Macroview Investment Management sold out of Innovator US Equity Power Buffer ETF December (PDEC) in Q4 2024, closing a stake of 626 shares — an estimated $24K sold.

Macroview Investment Management first reported a position in PDEC in Q1 2023 and held it in 6 quarters. The position peaked at $1.03M in Q2 2023. 206 funds tracked by Wall St. Rank hold PDEC as of Q4 2024.

Macroview Investment Management reported no remaining Innovator US Equity Power Buffer ETF December position as of Q4 2024 after selling out during the quarter.
Macroview Investment Management sold 626 Innovator US Equity Power Buffer ETF December shares in Q4 2024, an estimated $24K.
Macroview Investment Management first reported a position in Innovator US Equity Power Buffer ETF December in Q1 2023 and held it in 6 quarters.
Macroview Investment Management's Innovator US Equity Power Buffer ETF December position peaked at $1.03M in Q2 2023.
206 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF December as of Q4 2024.

Based on Macroview Investment Management's 13F filing for Q4 2024, filed 31 Jan 2025.