Sound View Wealth Advisors Group’s Innovator US Equity Power Buffer ETF December PDEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $264K | Sell |
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|
2025
Q1 | $277K | Hold |
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|
2024
Q4 | $283K | Buy |
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|
2024
Q3 | $272K | Sell |
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|
2024
Q2 | $303K | Sell |
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|
2024
Q1 | $399K | Sell |
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|
2023
Q4 | $711K | Hold |
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|
2023
Q3 | $656K | Sell |
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|
2023
Q2 | $701K | Sell |
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|
2023
Q1 | $691K | Buy |
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|
2022
Q4 | $711K | Buy |
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