WealthPlan Investment Management’s Innovator US Equity Power Buffer ETF December PDEC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$205K Buy
+5,136
New +$205K 0.02% 333
2024
Q2
Sell
-151,140
Closed -$5.53M 193
2024
Q1
$5.53M Buy
151,140
+91,448
+153% +$3.35M 0.84% 51
2023
Q4
$2.1M Buy
+59,692
New +$2.1M 0.34% 73