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Money Concepts Capital’s Innovator US Equity Power Buffer ETF December PDEC Stock Holding History

Money Concepts Capital’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
Q1 		– Sell
-6,763
Closed -$237K – 404
2023
Q4 		$237K Buy
+6,763
New +$226K 0.02% 355
2023
Q1 		– Sell
-12,627
Closed -$377K – 2170
2022
Q4 		$377K Buy
+12,627
New +$377K 0.02% 499
2022
Q2 		– Sell
-6,125
Closed -$191K – 2270
2022
Q1 		$191K Buy
+6,125
New +$189K 0.01% 763

Other funds holding PDEC

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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 $8.52B AUM 37.76% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return

Money Concepts Capital's PDEC Position: Q1 2024 in Review

Money Concepts Capital sold out of Innovator US Equity Power Buffer ETF December (PDEC) in Q1 2024, closing a stake of 6,763 shares — an estimated $237K sold.

Money Concepts Capital first reported a position in PDEC in Q1 2022 and held it in 3 quarters. The position peaked at $377K in Q4 2022. 173 funds tracked by Wall St. Rank hold PDEC as of Q1 2024.

  • Money Concepts Capital reported no remaining Innovator US Equity Power Buffer ETF December position as of Q1 2024 after selling out during the quarter.
  • Money Concepts Capital sold 6,763 Innovator US Equity Power Buffer ETF December shares in Q1 2024, an estimated $237K.
  • Money Concepts Capital first reported a position in Innovator US Equity Power Buffer ETF December in Q1 2022 and held it in 3 quarters.
  • Money Concepts Capital's Innovator US Equity Power Buffer ETF December position peaked at $377K in Q4 2022.
  • 173 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF December as of Q1 2024.

Based on Money Concepts Capital's 13F filing for Q1 2024, filed 1 May 2024.