Number of Shares
201,633.00
Current Holdings Value*
$7.58 Mil
% of Portfolio
1.58%
Total Estimate Gain
$909,073.90
% of Total Estimate Gain
9.66%

Bellwether Advisors, LLC's Innovator U.S. Equity Power Buffer ETF - December Holding Summary

As of 2025-03-31, Bellwether Advisors, LLC held 201,633.00 shares of Innovator U.S. Equity Power Buffer ETF - December(PDEC), totaling $7.58 Mil. This investment constitutes 1.58% of their stock portfolio, and Bellwether Advisors, LLC now holds 0.78% of the outstanding Innovator U.S. Equity Power Buffer ETF - December(PDEC) stock.

The initial trade took place in 2022Q3. And since then Bellwether Advisors, LLC has made 4 purchases of PDEC, at an average price of $35.98, for a total of 261,617.00 shares. In addition, there have been 7 sales at an average price of $37.04 for 59,984.00 shares. Based on historical transaction data and PDEC's current price of $40.17, Bellwether Advisors, LLC's estimated gain on his PDEC holdings is $909,073.90, reflecting a 9.66% gain to date.

Bellwether Advisors, LLC PDEC ($40.17) Holding Chart

Bellwether Advisors, LLC PDEC ($40.17) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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