Valtinson Bruner Financial Planning’s Innovator US Equity Power Buffer ETF December PDEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $368K | Hold |
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|
2025
Q2 | $350K | Sell |
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|
2025
Q1 | $333K | Sell |
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|
2024
Q4 | $344K | Hold |
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|
2024
Q3 | $343K | Sell |
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|
2024
Q2 | $351K | Sell |
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|
2024
Q1 | $347K | Sell |
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|
2023
Q4 | $480K | Sell |
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|
2023
Q3 | $456K | Sell |
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|
2023
Q2 | $475K | Sell |
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|
2023
Q1 | $452K | Buy |
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|
2022
Q4 | $435K | Sell |
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|
2022
Q3 | $3.71M | Sell |
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|
2022
Q2 | $3.8M | Sell |
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|
2022
Q1 | $4.07M | Sell |
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|
2021
Q4 | $4.25M | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $1.24M | Hold |
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|
2020
Q1 | $1.14M | Buy |
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|
2019
Q4 | $1.1M | Buy |
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