BFG
KDEC

Berger Financial Group’s Innovator U.S. Small Cap Power Buffer ETF - December KDEC Stock Holding History

Berger Financial Group’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
Q1 		$202K Buy
+7,863
New +$206K 0.01% 455
2025
Q2 		– Sell
-14,479
Closed -$332K – 434
2025
Q1 		$332K Buy
+14,479
New +$345K 0.02% 314

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 $23.1B AUM 27.04% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CCG
Catalina Capital Group Torrance, California $168M AUM 16.69% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

Berger Financial Group's KDEC Position: Q1 2026 in Review

Berger Financial Group opened a new position in Innovator U.S. Small Cap Power Buffer ETF - December (KDEC) in Q1 2026: 7,863 shares worth $202K. The stake represents 0.01% of the portfolio and ranks #455 among its holdings. This is a return to the name: Berger Financial Group previously reported a position in KDEC as recently as Q1 2025.

Berger Financial Group first reported a position in KDEC in Q1 2025 and has held it in 2 quarters since. The position peaked at $332K in Q1 2025. 70 funds tracked by Wall St. Rank hold KDEC as of Q1 2026.

  • Berger Financial Group held 7,863 shares of Innovator U.S. Small Cap Power Buffer ETF - December worth $202K as of Q1 2026.
  • Innovator U.S. Small Cap Power Buffer ETF - December was a new Berger Financial Group position in Q1 2026.
  • Innovator U.S. Small Cap Power Buffer ETF - December made up 0.01% of Berger Financial Group's portfolio in Q1 2026, its #455 holding.
  • Berger Financial Group first reported a position in Innovator U.S. Small Cap Power Buffer ETF - December in Q1 2025 and has held it in 2 quarters since.
  • Berger Financial Group's Innovator U.S. Small Cap Power Buffer ETF - December position peaked at $332K in Q1 2025.
  • 70 funds tracked by Wall St. Rank held Innovator U.S. Small Cap Power Buffer ETF - December as of Q1 2026.

Based on Berger Financial Group's 13F filing for Q1 2026, filed 28 Apr 2026.