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VisionPoint Advisory Group’s Innovator US Equity Power Buffer ETF December PDEC Stock Holding History

VisionPoint Advisory Group’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
Q4 		– Sell
-423
Closed -$13.7K – 838
2023
Q3 		$13.7K Buy
+423
New +$14.1K 0.01% 422

Other funds holding PDEC

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
SWPG
Strategic Wealth Partners Group Deerfield, Illinois $906M AUM 23.4% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

VisionPoint Advisory Group's PDEC Position: Q4 2023 in Review

VisionPoint Advisory Group sold out of Innovator US Equity Power Buffer ETF December (PDEC) in Q4 2023, closing a stake of 423 shares — an estimated $13.7K sold.

VisionPoint Advisory Group first reported a position in PDEC in Q3 2023 and held it in 1 quarter. The position peaked at $13.7K in Q3 2023. 170 funds tracked by Wall St. Rank hold PDEC as of Q4 2023.

  • VisionPoint Advisory Group reported no remaining Innovator US Equity Power Buffer ETF December position as of Q4 2023 after selling out during the quarter.
  • VisionPoint Advisory Group sold 423 Innovator US Equity Power Buffer ETF December shares in Q4 2023, an estimated $13.7K.
  • VisionPoint Advisory Group first reported a position in Innovator US Equity Power Buffer ETF December in Q3 2023 and held it in 1 quarter.
  • VisionPoint Advisory Group's Innovator US Equity Power Buffer ETF December position peaked at $13.7K in Q3 2023.
  • 170 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF December as of Q4 2023.

Based on VisionPoint Advisory Group's 13F filing for Q4 2023, filed 7 Feb 2024.