Annis Gardner Whiting Capital Advisors’s Innovator U.S. Small Cap Power Buffer ETF - December KDEC Stock Holding History

Annis Gardner Whiting Capital Advisors’s Portfolio KDEC Stock Details KDEC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$441K	Hold	15,525	–	–	0.07%	222
2026 Q1	$399K	Hold	15,525	–	–	0.06%	217
2025 Q4	$397K	Hold	15,525	–	–	0.08%	209
2025 Q3	$395K	Hold	15,525	–	–	0.08%	201
2025 Q2	$373K	Buy	+15,525	New	+$357K	0.13%	146

Other funds holding KDEC

MWM

Maltin Wealth Management Ridgewood, New Jersey $299M AUM 22.87% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return

SAG

SageView Advisory Group Newport Beach, California $3.05B AUM 18.61% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Annis Gardner Whiting Capital Advisors's KDEC Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors held its Innovator U.S. Small Cap Power Buffer ETF - December (KDEC) position steady in Q2 2026 at 15,525 shares worth $441K. The position accounts for 0.07% of the portfolio, ranked #222.

Annis Gardner Whiting Capital Advisors first reported a position in KDEC in Q2 2025 and has held it in 5 quarters since. 69 funds tracked by Wall St. Rank hold KDEC as of Q2 2026.

Annis Gardner Whiting Capital Advisors held 15,525 shares of Innovator U.S. Small Cap Power Buffer ETF - December worth $441K as of Q2 2026.
Annis Gardner Whiting Capital Advisors left its Innovator U.S. Small Cap Power Buffer ETF - December share count unchanged in Q2 2026.
Innovator U.S. Small Cap Power Buffer ETF - December made up 0.07% of Annis Gardner Whiting Capital Advisors's portfolio in Q2 2026, its #222 holding.
Annis Gardner Whiting Capital Advisors first reported a position in Innovator U.S. Small Cap Power Buffer ETF - December in Q2 2025 and has held it in 5 quarters since.
69 funds tracked by Wall St. Rank held Innovator U.S. Small Cap Power Buffer ETF - December as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.