Sutton Wealth Advisors’s Innovator US Equity Power Buffer ETF December PDEC Stock Holding History

Sutton Wealth Advisors’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
2023 Q3	$476K	Hold	14,723	–	–	0.23%	66
2023 Q2	$490K	Hold	14,723	–	–	0.24%	67
2023 Q1	$463K	Buy	14,723 +10,851	+280%	+$334K	0.25%	67
2022 Q4	$116K	Buy	3,872 +2,756	+247%	+$82.4K	0.04%	232
2022 Q3	$31.8K	Hold	1,116	–	–	0.01%	508
2022 Q2	$32.1K	Hold	1,116	–	–	0.01%	516
2022 Q1	$34.9K	Hold	1,116	–	–	0.01%	523
2021 Q4	$35.5K	Hold	1,116	–	–	0.01%	521
2021 Q3	$34.3K	Hold	1,116	–	–	0.01%	508
2021 Q2	$34K	Hold	1,116	–	–	0.01%	531
2021 Q1	$33.2K	Hold	1,116	–	–	0.01%	516
2020 Q4	$32.4K	Buy	+1,116	New	+$31.6K	0.01%	481

Other funds holding PDEC

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Strategic Wealth Partners Group Deerfield, Illinois $906M AUM 23.4% 1-Year Est. Return

Penserra Capital Management Orinda, California $13B AUM 71.83% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Global Strategic Investment Solutions Scottsdale, Arizona $1.14B AUM 12.88% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Sutton Wealth Advisors's PDEC Position: Q3 2023 in Review

Sutton Wealth Advisors held its Innovator US Equity Power Buffer ETF December (PDEC) position steady in Q3 2023 at 14,723 shares worth $476K. The position accounts for 0.23% of the portfolio, ranked #66.

Sutton Wealth Advisors first reported a position in PDEC in Q4 2020 and has held it in 12 quarters since. The position peaked at $490K in Q2 2023. 138 funds tracked by Wall St. Rank hold PDEC as of Q3 2023.

Sutton Wealth Advisors held 14,723 shares of Innovator US Equity Power Buffer ETF December worth $476K as of Q3 2023.
Sutton Wealth Advisors left its Innovator US Equity Power Buffer ETF December share count unchanged in Q3 2023.
Innovator US Equity Power Buffer ETF December made up 0.23% of Sutton Wealth Advisors's portfolio in Q3 2023, its #66 holding.
Sutton Wealth Advisors first reported a position in Innovator US Equity Power Buffer ETF December in Q4 2020 and has held it in 12 quarters since.
Sutton Wealth Advisors's Innovator US Equity Power Buffer ETF December position peaked at $490K in Q2 2023.
138 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF December as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.