Pillar Wealth Advisors’s Innovator US Equity Power Buffer ETF December PDEC Stock Holding History

Pillar Wealth Advisors’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	-42,868	Closed	-$1.61M	–	43
2024 Q2	$1.61M	Sell	42,868 -21,248	-33%	-$782K	1.93%	16
2024 Q1	$2.35M	Sell	64,116 -771	-1%	-$27.6K	1.77%	13
2023 Q4	$2.28M	Hold	64,887	–	–	1.75%	13
2023 Q3	$2.1M	Sell	64,887 -310	-0.5%	-$10.3K	1.82%	11
2023 Q2	$2.17M	Sell	65,197 -775	-1%	-$24.8K	1.81%	10
2023 Q1	$2.07M	Hold	65,972	–	–	2.07%	9
2022 Q4	$1.97M	Buy	65,972 +4,865	+8%	+$145K	1.9%	10
2022 Q3	$1.74M	Hold	61,107	–	–	1.73%	11
2022 Q2	$1.76M	Sell	61,107 -14,500	-19%	-$431K	1.79%	12
2022 Q1	$2.36M	Hold	75,607	–	–	2.28%	8
2021 Q4	$2.4M	Buy	+75,607	New	+$2.35M	2.29%	8

Other funds holding PDEC

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 Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Pillar Wealth Advisors's PDEC Position: Q3 2024 in Review

Pillar Wealth Advisors sold out of Innovator US Equity Power Buffer ETF December (PDEC) in Q3 2024, closing a stake of 42,868 shares — an estimated $1.61M sold.

Pillar Wealth Advisors first reported a position in PDEC in Q4 2021 and held it in 11 quarters. The position peaked at $2.4M in Q4 2021. 164 funds tracked by Wall St. Rank hold PDEC as of Q3 2024.

Pillar Wealth Advisors reported no remaining Innovator US Equity Power Buffer ETF December position as of Q3 2024 after selling out during the quarter.
Pillar Wealth Advisors sold 42,868 Innovator US Equity Power Buffer ETF December shares in Q3 2024, an estimated $1.61M.
Pillar Wealth Advisors first reported a position in Innovator US Equity Power Buffer ETF December in Q4 2021 and held it in 11 quarters.
Pillar Wealth Advisors's Innovator US Equity Power Buffer ETF December position peaked at $2.4M in Q4 2021.
164 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF December as of Q3 2024.

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