Belpointe Asset Management’s Innovator U.S. Small Cap Power Buffer ETF - December KDEC Stock Holding History

Belpointe Asset Management’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	$277K	Buy	9,775 +560	+6%	+$15.4K	0.01%	928
2026 Q1	$237K	Sell	9,215 -20,605	-69%	-$539K	0.01%	939
2025 Q4	$762K	Buy	29,820 +21,191	+246%	+$541K	0.03%	533
2025 Q3	$220K	Sell	8,629 -4	-0%	-$99	0.01%	897
2025 Q2	$207K	Buy	+8,633	New	+$199K	0.01%	870

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

Belpointe Asset Management's KDEC Position: Q2 2026 in Review

Belpointe Asset Management increased its Innovator U.S. Small Cap Power Buffer ETF - December (KDEC) stake by 6.1% in Q2 2026, buying an estimated $15.4K and bringing the position to 9,775 shares worth $277K. The position accounts for 0.01% of the portfolio, ranked #928.

Belpointe Asset Management first reported a position in KDEC in Q2 2025 and has held it in 5 quarters since. The position peaked at $762K in Q4 2025. 69 funds tracked by Wall St. Rank hold KDEC as of Q2 2026.

Belpointe Asset Management held 9,775 shares of Innovator U.S. Small Cap Power Buffer ETF - December worth $277K as of Q2 2026.
Belpointe Asset Management bought 560 Innovator U.S. Small Cap Power Buffer ETF - December shares in Q2 2026, an estimated $15.4K.
Innovator U.S. Small Cap Power Buffer ETF - December made up 0.01% of Belpointe Asset Management's portfolio in Q2 2026, its #928 holding.
Belpointe Asset Management 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.
Belpointe Asset Management's Innovator U.S. Small Cap Power Buffer ETF - December position peaked at $762K in Q4 2025.
69 funds tracked by Wall St. Rank held Innovator U.S. Small Cap Power Buffer ETF - December as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.