WMA
West Michigan Advisors’s Innovator US Equity Power Buffer ETF December PDEC Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $9.03M | Buy |
225,796
+2,031
| +0.9% | +$81.3K | 2.55% | 6 |
|
2025
Q1 | $8.41M | Sell |
223,765
-847
| -0.4% | -$31.8K | 2.79% | 4 |
|
2024
Q4 | $8.63M | Buy |
+224,612
| New | +$8.63M | 2.61% | 6 |
|
2023
Q2 | – | Sell |
-232,126
| Closed | -$7.3M | – | 259 |
|
2023
Q1 | $7.3M | Buy |
232,126
+3,765
| +2% | +$118K | 4.15% | 4 |
|
2022
Q4 | $6.83M | Buy |
+228,361
| New | +$6.83M | 4.97% | 2 |
|