SFSG
PDEC icon

Stearns Financial Services Group’s Innovator US Equity Power Buffer ETF December PDEC Stock Holding History

Stearns Financial Services Group’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
Q2 		– Sell
-8,857
Closed -$211K – 212
2020
Q1 		$211K Sell
8,857
-73,089
-89% -$1.89M 0.04% 125
2019
Q4 		$2.19M Buy
+81,946
New +$2.18M 0.36% 33

Other funds holding PDEC

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
WSTAM
Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return
CFA
Carroll Financial Associates Charlotte, North Carolina $1.88B AUM 20.52% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
VBFP
Valtinson Bruner Financial Planning New Brighton, Minnesota $364M AUM 9.63% 1-Year Est. Return
PI
Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return
SIA
Soltis Investment Advisors St. George, Utah $1.59B AUM 23.87% 1-Year Est. Return
PCS
Personal CFO Solutions Chester, New Jersey $712M AUM 25.3% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
SMC
Smith, Moore & Co Clayton, Missouri $1.37B AUM 20.02% 1-Year Est. Return

Stearns Financial Services Group's PDEC Position: Q2 2020 in Review

Stearns Financial Services Group sold out of Innovator US Equity Power Buffer ETF December (PDEC) in Q2 2020, closing a stake of 8,857 shares — an estimated $211K sold.

Stearns Financial Services Group first reported a position in PDEC in Q4 2019 and held it in 2 quarters. The position peaked at $2.19M in Q4 2019. 31 funds tracked by Wall St. Rank hold PDEC as of Q2 2020.

  • Stearns Financial Services Group reported no remaining Innovator US Equity Power Buffer ETF December position as of Q2 2020 after selling out during the quarter.
  • Stearns Financial Services Group sold 8,857 Innovator US Equity Power Buffer ETF December shares in Q2 2020, an estimated $211K.
  • Stearns Financial Services Group first reported a position in Innovator US Equity Power Buffer ETF December in Q4 2019 and held it in 2 quarters.
  • Stearns Financial Services Group's Innovator US Equity Power Buffer ETF December position peaked at $2.19M in Q4 2019.
  • 31 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF December as of Q2 2020.

Based on Stearns Financial Services Group's 13F filing for Q2 2020, filed 14 Aug 2020.