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PDEC icon

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

WealthPLAN Partners’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
2024
Q3 		– Sell
-5,414
Closed -$203K – 287
2024
Q2 		$203K Sell
5,414
-76,279
-93% -$2.81M 0.02% 289
2024
Q1 		$2.99M Buy
81,693
+22,564
+38% +$808K 0.31% 99
2023
Q4 		$2.08M Buy
+59,129
New +$1.97M 0.21% 108
2021
Q3 		– Sell
-77,850
Closed -$2.39M – 388
2021
Q2 		$2.39M Buy
77,850
+16,151
+26% +$488K 0.17% 98
2021
Q1 		$1.86M Buy
61,699
+7,836
+15% +$229K 0.14% 108
2020
Q4 		$1.57M Buy
+53,863
New +$1.52M 0.13% 111

Other funds holding PDEC

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.1B AUM 21.09% 1-Year Est. Return