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

Berkshire Money 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	$1.06M	Sell	37,421 -109	-0.3%	-$2.99K	0.1%	41
2026 Q1	$964K	Sell	37,530 -1,421	-4%	-$37.2K	0.1%	42
2025 Q4	$995K	Sell	38,951 -169	-0.4%	-$4.31K	0.09%	52
2025 Q3	$996K	Sell	39,120 -1,429	-4%	-$35.4K	0.1%	38
2025 Q2	$974K	Sell	40,549 -401,477	-91%	-$9.23M	0.1%	44
2025 Q1	$10.1M	Buy	442,026 +58,494	+15%	+$1.39M	1.14%	16
2024 Q4	$9.2M	Buy	+383,532	New	+$9.38M	1%	17

Other funds holding KDEC

MWM

Maltin Wealth Management Ridgewood, New Jersey $299M AUM 22.87% 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

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

TWM

TopTier Wealth Management Muskego, Wisconsin $166M AUM

WCG

Weaver Consulting Group Huntington Beach, California $488M AUM 17.59% 1-Year Est. Return

MFS

Miller Financial Services Marshall, Michigan $124M AUM 17.62% 1-Year Est. Return

Berkshire Money Management's KDEC Position: Q2 2026 in Review

Berkshire Money Management reduced its Innovator U.S. Small Cap Power Buffer ETF - December (KDEC) stake by 0.29% in Q2 2026, selling an estimated $2.99K and leaving 37,421 shares worth $1.06M. The position accounts for 0.1% of the portfolio, ranked #41.

Berkshire Money Management first reported a position in KDEC in Q4 2024 and has held it in 7 quarters since. The position peaked at $10.1M in Q1 2025. 32 funds tracked by Wall St. Rank hold KDEC as of Q2 2026.

Berkshire Money Management held 37,421 shares of Innovator U.S. Small Cap Power Buffer ETF - December worth $1.06M as of Q2 2026.
Berkshire Money Management sold 109 Innovator U.S. Small Cap Power Buffer ETF - December shares in Q2 2026, an estimated $2.99K.
Innovator U.S. Small Cap Power Buffer ETF - December made up 0.1% of Berkshire Money Management's portfolio in Q2 2026, its #41 holding.
Berkshire Money Management first reported a position in Innovator U.S. Small Cap Power Buffer ETF - December in Q4 2024 and has held it in 7 quarters since.
Berkshire Money Management's Innovator U.S. Small Cap Power Buffer ETF - December position peaked at $10.1M in Q1 2025.
32 funds tracked by Wall St. Rank held Innovator U.S. Small Cap Power Buffer ETF - December as of Q2 2026.

Based on Berkshire Money Management's 13F filing for Q2 2026, filed 23 Jul 2026.