CWG
KDEC

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

Crown Wealth 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 		– Sell
-126,327
Closed -$3.23M – 162
2025
Q4 		$3.23M Buy
+126,327
New +$3.22M 0.9% 26

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
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 $110B AUM 26.29% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

Crown Wealth Group's KDEC Position: Q1 2026 in Review

Crown Wealth Group sold out of Innovator U.S. Small Cap Power Buffer ETF - December (KDEC) in Q1 2026, closing a stake of 126,327 shares — an estimated $3.23M sold.

Crown Wealth Group first reported a position in KDEC in Q4 2025 and held it in 1 quarter. The position peaked at $3.23M in Q4 2025. 71 funds tracked by Wall St. Rank hold KDEC as of Q1 2026.

  • Crown Wealth Group reported no remaining Innovator U.S. Small Cap Power Buffer ETF - December position as of Q1 2026 after selling out during the quarter.
  • Crown Wealth Group sold 126,327 Innovator U.S. Small Cap Power Buffer ETF - December shares in Q1 2026, an estimated $3.23M.
  • Crown Wealth Group first reported a position in Innovator U.S. Small Cap Power Buffer ETF - December in Q4 2025 and held it in 1 quarter.
  • Crown Wealth Group's Innovator U.S. Small Cap Power Buffer ETF - December position peaked at $3.23M 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 Crown Wealth Group's 13F filing for Q1 2026, filed 21 Apr 2026.