PWA
Phoenix Wealth Advisors’s Innovator US Equity Power Buffer ETF December PDEC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $382K | Hold |
9,560
| – | – | 0.16% | 91 |
|
|
2025
Q1 | $359K | Hold |
9,560
| – | – | 0.16% | 89 |
|
|
2024
Q4 | $367K | Hold |
9,560
| – | – | 0.16% | 87 |
|
|
2024
Q3 | $366K | Hold |
9,560
| – | – | 0.17% | 90 |
|
|
2024
Q2 | $359K | Hold |
9,560
| – | – | 0.18% | 89 |
|
|
2024
Q1 | $350K | Hold |
9,560
| – | – | 0.21% | 86 |
|
|
2023
Q4 | $334K | Buy |
+9,560
| New | +$334K | 0.23% | 82 |
|