Woodard & Company Asset Management Group’s Innovator US Equity Power Buffer ETF December PDEC Stock Holding History

Woodard & Company Asset Management 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 Q1	–	Sell	-500	Closed	-$14.9K	–	102
2022 Q4	$14.9K	Hold	500	–	–	0.01%	92
2022 Q3	$14K	Hold	500	–	–	0.01%	91
2022 Q2	$14K	Hold	500	–	–	0.01%	97
2022 Q1	$16K	Buy	+500	New	+$15.4K	0.01%	104
2021 Q4	–	Sell	-500	Closed	-$15K	–	107
2021 Q3	$15K	Hold	500	–	–	0.01%	95
2021 Q2	$15K	Hold	500	–	–	0.01%	94
2021 Q1	$15K	Hold	500	–	–	0.01%	103
2020 Q4	$15K	Hold	500	–	–	0.01%	93
2020 Q3	$14K	Hold	500	–	–	0.01%	83
2020 Q2	$13K	Hold	500	–	–	0.01%	86
2020 Q1	$12K	Buy	+500	New	+$13K	0.01%	80

Other funds holding PDEC

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

SWPG

Strategic Wealth Partners Group Deerfield, Illinois $906M AUM 23.4% 1-Year Est. Return

GSIS

Global Strategic Investment Solutions Scottsdale, Arizona $1.03B AUM 16.75% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

CAG

Compass Advisory Group Melville, New York $374M AUM 14.59% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Woodard & Company Asset Management Group's PDEC Position: Q1 2023 in Review

Woodard & Company Asset Management Group sold out of Innovator US Equity Power Buffer ETF December (PDEC) in Q1 2023, closing a stake of 500 shares — an estimated $14.9K sold.

Woodard & Company Asset Management Group first reported a position in PDEC in Q1 2020 and held it in 11 quarters. The position peaked at $16K in Q1 2022. 149 funds tracked by Wall St. Rank hold PDEC as of Q1 2023.

Woodard & Company Asset Management Group reported no remaining Innovator US Equity Power Buffer ETF December position as of Q1 2023 after selling out during the quarter.
Woodard & Company Asset Management Group sold 500 Innovator US Equity Power Buffer ETF December shares in Q1 2023, an estimated $14.9K.
Woodard & Company Asset Management Group first reported a position in Innovator US Equity Power Buffer ETF December in Q1 2020 and held it in 11 quarters.
Woodard & Company Asset Management Group's Innovator US Equity Power Buffer ETF December position peaked at $16K in Q1 2022.
149 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF December as of Q1 2023.

Based on Woodard & Company Asset Management Group's 13F filing for Q1 2023, filed 12 May 2023.