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

Mascoma 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
2024
Q3 		– Sell
-59
Closed -$2.21K – 481
2024
Q2 		$2.21K Buy
+59
New +$2.17K ﹤0.01% 460

Other funds holding PDEC

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Mascoma Wealth Management's PDEC Position: Q3 2024 in Review

Mascoma Wealth Management sold out of Innovator US Equity Power Buffer ETF December (PDEC) in Q3 2024, closing a stake of 59 shares — an estimated $2.21K sold.

Mascoma Wealth Management first reported a position in PDEC in Q2 2024 and held it in 1 quarter. The position peaked at $2.21K in Q2 2024. 164 funds tracked by Wall St. Rank hold PDEC as of Q3 2024.

  • Mascoma Wealth Management reported no remaining Innovator US Equity Power Buffer ETF December position as of Q3 2024 after selling out during the quarter.
  • Mascoma Wealth Management sold 59 Innovator US Equity Power Buffer ETF December shares in Q3 2024, an estimated $2.21K.
  • Mascoma Wealth Management first reported a position in Innovator US Equity Power Buffer ETF December in Q2 2024 and held it in 1 quarter.
  • Mascoma Wealth Management's Innovator US Equity Power Buffer ETF December position peaked at $2.21K in Q2 2024.
  • 164 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF December as of Q3 2024.

Based on Mascoma Wealth Management's 13F filing for Q3 2024, filed 5 Nov 2024.