Carson Wealth (CWM LLC)’s Innovator U.S. Small Cap Power Buffer ETF - December KDEC Stock Holding History

Carson Wealth (CWM 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	–	Sell	-163	Closed	-$4K	–	5832
2025 Q4	$4K	Hold	163	–	–	﹤0.01%	4937
2025 Q3	$4K	Hold	163	–	–	﹤0.01%	4867
2025 Q2	$4K	Buy	163 +4	+3%	+$92	﹤0.01%	4732
2025 Q1	$4K	Buy	+159	New	+$3.79K	﹤0.01%	4590

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

CCG

Catalina Capital Group Torrance, California $168M AUM 16.69% 1-Year Est. Return

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

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

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

Carson Wealth (CWM LLC)'s KDEC Position: Q1 2026 in Review

Carson Wealth (CWM LLC) sold out of Innovator U.S. Small Cap Power Buffer ETF - December (KDEC) in Q1 2026, closing a stake of 163 shares — an estimated $4K sold.

Carson Wealth (CWM LLC) first reported a position in KDEC in Q1 2025 and held it in 4 quarters. The position peaked at $4K in Q4 2025. 71 funds tracked by Wall St. Rank hold KDEC as of Q1 2026.

Carson Wealth (CWM LLC) reported no remaining Innovator U.S. Small Cap Power Buffer ETF - December position as of Q1 2026 after selling out during the quarter.
Carson Wealth (CWM LLC) sold 163 Innovator U.S. Small Cap Power Buffer ETF - December shares in Q1 2026, an estimated $4K.
Carson Wealth (CWM LLC) first reported a position in Innovator U.S. Small Cap Power Buffer ETF - December in Q1 2025 and held it in 4 quarters.
Carson Wealth (CWM LLC)'s Innovator U.S. Small Cap Power Buffer ETF - December position peaked at $4K in Q4 2025.
71 funds tracked by Wall St. Rank held Innovator U.S. Small Cap Power Buffer ETF - December as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.