SPWM
PDEC icon

Straight Path Wealth Management’s Innovator US Equity Power Buffer ETF December PDEC Stock Holding History

Straight Path Wealth Management’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
Q1 		– Sell
-22,538
Closed -$716K – 76
2021
Q4 		$716K Buy
+22,538
New +$701K 0.62% 26

Other funds holding PDEC

AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
GSIS
Global Strategic Investment Solutions Scottsdale, Arizona $1.13B AUM 19.83% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
VBFP
Valtinson Bruner Financial Planning New Brighton, Minnesota $399M AUM 12.95% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
LWA
Lineweaver Wealth Advisors Valley View, Ohio $845M AUM 20.71% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return

Straight Path Wealth Management's PDEC Position: Q1 2022 in Review

Straight Path Wealth Management sold out of Innovator US Equity Power Buffer ETF December (PDEC) in Q1 2022, closing a stake of 22,538 shares — an estimated $716K sold.

Straight Path Wealth Management first reported a position in PDEC in Q4 2021 and held it in 1 quarter. The position peaked at $716K in Q4 2021. 87 funds tracked by Wall St. Rank hold PDEC as of Q1 2022.

  • Straight Path Wealth Management reported no remaining Innovator US Equity Power Buffer ETF December position as of Q1 2022 after selling out during the quarter.
  • Straight Path Wealth Management sold 22,538 Innovator US Equity Power Buffer ETF December shares in Q1 2022, an estimated $716K.
  • Straight Path Wealth Management first reported a position in Innovator US Equity Power Buffer ETF December in Q4 2021 and held it in 1 quarter.
  • Straight Path Wealth Management's Innovator US Equity Power Buffer ETF December position peaked at $716K in Q4 2021.
  • 87 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF December as of Q1 2022.

Based on Straight Path Wealth Management's 13F filing for Q1 2022, filed 29 Apr 2022.