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Signature Estate & Investment Advisors’s Innovator US Equity Power Buffer ETF December PDEC Stock Holding History

Signature Estate & Investment 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
-8,265
Closed -$310K – 534
2024
Q2 		$310K Buy
+8,265
New +$304K 0.01% 385

Other funds holding PDEC

AllianceBernstein
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
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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 $79.5B AUM 27.1% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Signature Estate & Investment Advisors's PDEC Position: Q3 2024 in Review

Signature Estate & Investment Advisors sold out of Innovator US Equity Power Buffer ETF December (PDEC) in Q3 2024, closing a stake of 8,265 shares — an estimated $310K sold.

Signature Estate & Investment Advisors first reported a position in PDEC in Q2 2024 and held it in 1 quarter. The position peaked at $310K in Q2 2024. 164 funds tracked by Wall St. Rank hold PDEC as of Q3 2024.

  • Signature Estate & Investment Advisors reported no remaining Innovator US Equity Power Buffer ETF December position as of Q3 2024 after selling out during the quarter.
  • Signature Estate & Investment Advisors sold 8,265 Innovator US Equity Power Buffer ETF December shares in Q3 2024, an estimated $310K.
  • Signature Estate & Investment Advisors first reported a position in Innovator US Equity Power Buffer ETF December in Q2 2024 and held it in 1 quarter.
  • Signature Estate & Investment Advisors's Innovator US Equity Power Buffer ETF December position peaked at $310K in Q2 2024.
  • 164 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF December as of Q3 2024.

Based on Signature Estate & Investment Advisors's 13F filing for Q3 2024, filed 6 Nov 2024.