Maltin Wealth Management’s Innovator US Equity Power Buffer ETF December PDEC Stock Holding History

Maltin Wealth 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
2022 Q4	–	Sell	-14,738	Closed	-$420K	–	110
2022 Q3	$420K	Sell	14,738 -13,931	-49%	-$413K	0.33%	79
2022 Q2	$825K	Sell	28,669 -33,372	-54%	-$992K	0.6%	58
2022 Q1	$1.94M	Buy	62,041 +39,617	+177%	+$1.22M	1.28%	22
2021 Q4	$713K	Buy	+22,424	New	+$698K	0.43%	68

Other funds holding PDEC

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

GSIS

Global Strategic Investment Solutions Scottsdale, Arizona $1.03B AUM 16.75% 1-Year Est. Return

BCM

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

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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

Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return

LNC

Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return

Maltin Wealth Management's PDEC Position: Q4 2022 in Review

Maltin Wealth Management sold out of Innovator US Equity Power Buffer ETF December (PDEC) in Q4 2022, closing a stake of 14,738 shares — an estimated $420K sold.

Maltin Wealth Management first reported a position in PDEC in Q4 2021 and held it in 4 quarters. The position peaked at $1.94M in Q1 2022. 139 funds tracked by Wall St. Rank hold PDEC as of Q4 2022.

Maltin Wealth Management reported no remaining Innovator US Equity Power Buffer ETF December position as of Q4 2022 after selling out during the quarter.
Maltin Wealth Management sold 14,738 Innovator US Equity Power Buffer ETF December shares in Q4 2022, an estimated $420K.
Maltin Wealth Management first reported a position in Innovator US Equity Power Buffer ETF December in Q4 2021 and held it in 4 quarters.
Maltin Wealth Management's Innovator US Equity Power Buffer ETF December position peaked at $1.94M in Q1 2022.
139 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF December as of Q4 2022.

Based on Maltin Wealth Management's 13F filing for Q4 2022, filed 17 Feb 2023.