Cerity Partners
KDEC

Cerity Partners’s Innovator U.S. Small Cap Power Buffer ETF - December KDEC Stock Holding History

Cerity Partners’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 		– Sell
-16,251
Closed -$418K – 3596
2026
Q1 		$418K Buy
+16,251
New +$425K ﹤0.01% 2393

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
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Cerity Partners's KDEC Position: Q2 2026 in Review

Cerity Partners sold out of Innovator U.S. Small Cap Power Buffer ETF - December (KDEC) in Q2 2026, closing a stake of 16,251 shares — an estimated $418K sold.

Cerity Partners first reported a position in KDEC in Q1 2026 and held it in 1 quarter. The position peaked at $418K in Q1 2026. 69 funds tracked by Wall St. Rank hold KDEC as of Q2 2026.

  • Cerity Partners reported no remaining Innovator U.S. Small Cap Power Buffer ETF - December position as of Q2 2026 after selling out during the quarter.
  • Cerity Partners sold 16,251 Innovator U.S. Small Cap Power Buffer ETF - December shares in Q2 2026, an estimated $418K.
  • Cerity Partners first reported a position in Innovator U.S. Small Cap Power Buffer ETF - December in Q1 2026 and held it in 1 quarter.
  • Cerity Partners's Innovator U.S. Small Cap Power Buffer ETF - December position peaked at $418K in Q1 2026.
  • 69 funds tracked by Wall St. Rank held Innovator U.S. Small Cap Power Buffer ETF - December as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.