CW
KDEC

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

Curio Wealth’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
2025
Q4 		– Sell
-500
Closed -$12.7K – 485
2025
Q3 		$12.7K Hold
500
– – 0.01% 179
2025
Q2 		$12K Buy
+500
New +$11.5K 0.01% 192

Other funds holding KDEC

CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
CWG
Crown Wealth Group Charlotte, North Carolina $340M AUM 20.49% 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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
CA
Corrado Advisors Ramsey, New Jersey $192M AUM 20.53% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

Curio Wealth's KDEC Position: Q4 2025 in Review

Curio Wealth sold out of Innovator U.S. Small Cap Power Buffer ETF - December (KDEC) in Q4 2025, closing a stake of 500 shares — an estimated $12.7K sold.

Curio Wealth first reported a position in KDEC in Q2 2025 and held it in 2 quarters. The position peaked at $12.7K in Q3 2025. 67 funds tracked by Wall St. Rank hold KDEC as of Q4 2025.

  • Curio Wealth reported no remaining Innovator U.S. Small Cap Power Buffer ETF - December position as of Q4 2025 after selling out during the quarter.
  • Curio Wealth sold 500 Innovator U.S. Small Cap Power Buffer ETF - December shares in Q4 2025, an estimated $12.7K.
  • Curio Wealth first reported a position in Innovator U.S. Small Cap Power Buffer ETF - December in Q2 2025 and held it in 2 quarters.
  • Curio Wealth's Innovator U.S. Small Cap Power Buffer ETF - December position peaked at $12.7K in Q3 2025.
  • 67 funds tracked by Wall St. Rank held Innovator U.S. Small Cap Power Buffer ETF - December as of Q4 2025.

Based on Curio Wealth's 13F filing for Q4 2025, filed 11 Feb 2026.