Retirement Planning Group (Kansas)’s Innovator US Equity Power Buffer ETF December PDEC Stock Holding History

Retirement Planning Group (Kansas)’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
2022 Q2	–	Sell	-14,775	Closed	-$461K	–	125
2022 Q1	$461K	Sell	14,775 -191	-1%	-$5.89K	0.05%	74
2021 Q4	$476K	Buy	+14,966	New	+$466K	0.05%	72

Other funds holding PDEC

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

GSIS

Global Strategic Investment Solutions Scottsdale, Arizona $1.03B AUM 16.75% 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

LNC

Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return

VBFP

Valtinson Bruner Financial Planning New Brighton, Minnesota $364M AUM 9.63% 1-Year Est. Return

LWA

Lineweaver Wealth Advisors Valley View, Ohio $845M AUM 20.71% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

MCM

MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return

Retirement Planning Group (Kansas)'s PDEC Position: Q2 2022 in Review

Retirement Planning Group (Kansas) sold out of Innovator US Equity Power Buffer ETF December (PDEC) in Q2 2022, closing a stake of 14,775 shares — an estimated $461K sold.

Retirement Planning Group (Kansas) first reported a position in PDEC in Q4 2021 and held it in 2 quarters. The position peaked at $476K in Q4 2021. 89 funds tracked by Wall St. Rank hold PDEC as of Q2 2022.

Retirement Planning Group (Kansas) reported no remaining Innovator US Equity Power Buffer ETF December position as of Q2 2022 after selling out during the quarter.
Retirement Planning Group (Kansas) sold 14,775 Innovator US Equity Power Buffer ETF December shares in Q2 2022, an estimated $461K.
Retirement Planning Group (Kansas) first reported a position in Innovator US Equity Power Buffer ETF December in Q4 2021 and held it in 2 quarters.
Retirement Planning Group (Kansas)'s Innovator US Equity Power Buffer ETF December position peaked at $476K in Q4 2021.
89 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF December as of Q2 2022.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q2 2022, filed 13 Jul 2022.