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Sugar Maple Asset Management’s Innovator US Equity Power Buffer ETF December PDEC Stock Holding History

Sugar Maple Asset 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
2025
Q1 		– Sell
-2,403
Closed -$92.3K – 351
2024
Q4 		$92.3K Buy
+2,403
New +$92.8K 0.07% 96

Other funds holding PDEC

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Sugar Maple Asset Management's PDEC Position: Q1 2025 in Review

Sugar Maple Asset Management sold out of Innovator US Equity Power Buffer ETF December (PDEC) in Q1 2025, closing a stake of 2,403 shares — an estimated $92.3K sold.

Sugar Maple Asset Management first reported a position in PDEC in Q4 2024 and held it in 1 quarter. The position peaked at $92.3K in Q4 2024. 208 funds tracked by Wall St. Rank hold PDEC as of Q1 2025.

  • Sugar Maple Asset Management reported no remaining Innovator US Equity Power Buffer ETF December position as of Q1 2025 after selling out during the quarter.
  • Sugar Maple Asset Management sold 2,403 Innovator US Equity Power Buffer ETF December shares in Q1 2025, an estimated $92.3K.
  • Sugar Maple Asset Management first reported a position in Innovator US Equity Power Buffer ETF December in Q4 2024 and held it in 1 quarter.
  • Sugar Maple Asset Management's Innovator US Equity Power Buffer ETF December position peaked at $92.3K in Q4 2024.
  • 208 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF December as of Q1 2025.

Based on Sugar Maple Asset Management's 13F filing for Q1 2025, filed 10 Apr 2025.