CAL
KDEC

Capital Analysts LLC’s Innovator U.S. Small Cap Power Buffer ETF - December KDEC Stock Holding History

Capital Analysts LLC’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 		$37K Hold
1,442
– – ﹤0.01% 1006
2025
Q4 		$37K Buy
+1,442
New +$36.8K ﹤0.01% 981

Other funds holding KDEC

MWM
Maltin Wealth Management Ridgewood, New Jersey $262M AUM 19.65% 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 $71.6B AUM 21.08% 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 $38.8B AUM 21.88% 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

Capital Analysts LLC's KDEC Position: Q1 2026 in Review

Capital Analysts LLC held its Innovator U.S. Small Cap Power Buffer ETF - December (KDEC) position steady in Q1 2026 at 1,442 shares worth $37K. The position accounts for ﹤0.01% of the portfolio, ranked #1006.

Capital Analysts LLC first reported a position in KDEC in Q4 2025 and has held it in 2 quarters since. 70 funds tracked by Wall St. Rank hold KDEC as of Q1 2026.

  • Capital Analysts LLC held 1,442 shares of Innovator U.S. Small Cap Power Buffer ETF - December worth $37K as of Q1 2026.
  • Capital Analysts LLC left its Innovator U.S. Small Cap Power Buffer ETF - December share count unchanged in Q1 2026.
  • Innovator U.S. Small Cap Power Buffer ETF - December made up ﹤0.01% of Capital Analysts LLC's portfolio in Q1 2026, its #1006 holding.
  • Capital Analysts LLC first reported a position in Innovator U.S. Small Cap Power Buffer ETF - December in Q4 2025 and has held it in 2 quarters since.
  • 70 funds tracked by Wall St. Rank held Innovator U.S. Small Cap Power Buffer ETF - December as of Q1 2026.

Based on Capital Analysts LLC's 13F filing for Q1 2026, filed 14 May 2026.