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Stuart Chaussee & Associates’s Innovator US Equity Power Buffer ETF December PDEC Stock Holding History

Stuart Chaussee & Associates’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
2025
Q3 		– Sell
-350
Closed -$14K – 183
2025
Q2 		$14K Sell
350
-750
-68% -$28.6K ﹤0.01% 136
2025
Q1 		$41.4K Hold
1,100
– – 0.01% 90
2024
Q4 		$42.3K Hold
1,100
– – 0.01% 85
2024
Q3 		$42.1K Hold
1,100
– – 0.01% 72
2024
Q2 		$41.3K Buy
+1,100
New +$40.5K 0.01% 72
2023
Q1 		– Sell
-208,624
Closed -$6.24M – 144
2022
Q4 		$6.24M Buy
+208,624
New +$6.23M 2.3% 5

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
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return