PCS
PDEC icon

Personal CFO Solutions’s Innovator US Equity Power Buffer ETF December PDEC Stock Holding History

Personal CFO Solutions’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
-25,965
Closed -$911K – 570
2023
Q4 		$911K Buy
+25,965
New +$867K 0.16% 136
2023
Q2 		– Sell
-8,412
Closed -$265K – 498
2023
Q1 		$265K Sell
8,412
-2,193
-21% -$67.5K 0.05% 352
2022
Q4 		$317K Buy
+10,605
New +$317K 0.07% 277
2021
Q1 		– Sell
-611,045
Closed -$17.7M – 438
2020
Q4 		$17.7M Buy
+611,045
New +$17.3M 4.39% 2
2020
Q3 		– Sell
-23,650
Closed -$627K – 279
2020
Q2 		$627K Buy
23,650
+15,157
+178% +$388K 0.19% 106
2020
Q1 		$202K Sell
8,493
-491,120
-98% -$12.7M 0.07% 241
2019
Q4 		$13.4M Buy
+499,613
New +$13.3M 3.83% 5

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