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Round Table Services’s Innovator US Equity Power Buffer ETF December PDEC Stock Holding History

Round Table Services’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
2020
Q1 		– Sell
-13,150
Closed -$352K – 119
2019
Q4 		$352K Buy
+13,150
New +$349K 0.1% 73

Other funds holding PDEC

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Wilbanks Smith & Thomas Asset Management
Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Valtinson Bruner Financial Planning
Valtinson Bruner Financial Planning New Brighton, Minnesota $404M AUM 8.34% 1-Year Est. Return
Corrado Advisors
Corrado Advisors Ramsey, New Jersey $203M AUM 18.91% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
XML Financial
XML Financial Bethesda, Maryland $1.39B AUM 19.06% 1-Year Est. Return
Lincoln National Corp
Lincoln National Corp Radnor, Pennsylvania $3.68B AUM 7.84% 1-Year Est. Return

Round Table Services's PDEC Position: Q1 2020 in Review

Round Table Services sold out of Innovator US Equity Power Buffer ETF December (PDEC) in Q1 2020, closing a stake of 13,150 shares — an estimated $352K sold.

Round Table Services first reported a position in PDEC in Q4 2019 and held it in 1 quarter. The position peaked at $352K in Q4 2019. 29 funds tracked by Wall St. Rank hold PDEC as of Q1 2020.

  • Round Table Services reported no remaining Innovator US Equity Power Buffer ETF December position as of Q1 2020 after selling out during the quarter.
  • Round Table Services sold 13,150 Innovator US Equity Power Buffer ETF December shares in Q1 2020, an estimated $352K.
  • Round Table Services first reported a position in Innovator US Equity Power Buffer ETF December in Q4 2019 and held it in 1 quarter.
  • Round Table Services's Innovator US Equity Power Buffer ETF December position peaked at $352K in Q4 2019.
  • 29 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF December as of Q1 2020.

Based on Round Table Services's 13F filing for Q1 2020, filed 5 May 2020.