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TRUADVICE’s Innovator US Equity Power Buffer ETF December PDEC Stock Holding History

TRUADVICE’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
2021
Q4 		– Sell
-8,588
Closed -$266K – 116
2021
Q3 		$266K Hold
8,588
– – 0.24% 100
2021
Q2 		$262K Hold
8,588
– – 0.06% 261
2021
Q1 		$259K Hold
8,588
– – 0.08% 225
2020
Q4 		$247K Buy
+8,588
New +$243K 0.08% 242

Other funds holding PDEC

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
VBFP
Valtinson Bruner Financial Planning New Brighton, Minnesota $364M AUM 9.63% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
LWA
Lineweaver Wealth Advisors Valley View, Ohio $845M AUM 20.71% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

TRUADVICE's PDEC Position: Q4 2021 in Review

TRUADVICE sold out of Innovator US Equity Power Buffer ETF December (PDEC) in Q4 2021, closing a stake of 8,588 shares — an estimated $266K sold.

TRUADVICE first reported a position in PDEC in Q4 2020 and held it in 4 quarters. The position peaked at $266K in Q3 2021. 83 funds tracked by Wall St. Rank hold PDEC as of Q4 2021.

  • TRUADVICE reported no remaining Innovator US Equity Power Buffer ETF December position as of Q4 2021 after selling out during the quarter.
  • TRUADVICE sold 8,588 Innovator US Equity Power Buffer ETF December shares in Q4 2021, an estimated $266K.
  • TRUADVICE first reported a position in Innovator US Equity Power Buffer ETF December in Q4 2020 and held it in 4 quarters.
  • TRUADVICE's Innovator US Equity Power Buffer ETF December position peaked at $266K in Q3 2021.
  • 83 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF December as of Q4 2021.

Based on TRUADVICE's 13F filing for Q4 2021, filed 9 Feb 2022.