Ownership history in Certified Advisory Corp · 8 quarters on record
This page tracks every 13F SEC filing in which Certified Advisory Corp reported a position in INNOVATOR U.S. EQUITY POWER BUFFER ETF - DECEMBER (PDEC). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | REDUCED | 27,633 | -1,262 | -4.4% | 0.11% | $1.2M | $42.02 |
| 2025 Q2 | REDUCED | 28,895 | -1,487 | -4.9% | 0.12% | $1.2M | $40.01 |
| 2025 Q1 | REDUCED | 30,382 | -214 | -0.7% | 0.13% | $1.1M | $37.60 |
| 2024 Q4 | ADDED | 30,596 | +21,482 | +235.7% | 0.13% | $1.2M | $38.42 |
| 2024 Q3 | UNCHANGED | 9,114 | — | 0% | 0.04% | $349K | $38.31 |
| 2024 Q2 | REDUCED | 9,114 | -135 | -1.5% | 0.04% | $342K | $37.51 |
| 2024 Q1 | UNCHANGED | 9,249 | — | 0% | 0.05% | $338K | $36.60 |
| 2023 Q4 | INITIATED | 9,249 | — | — | 0.05% | $325K | — |
As of 2025 Q4 — sorted by position size