DHJJ Financial Advisors’s Innovator U.S. Small Cap Power Buffer ETF - December KDEC Stock Holding History

DHJJ Financial Advisors’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	$174K	Hold	6,139	–	–	0.05%	235
2026 Q1	$158K	Hold	6,139	–	–	0.05%	230
2025 Q4	$157K	Buy	6,139 +2,962	+93%	+$75.6K	0.05%	218
2025 Q3	$80.9K	Hold	3,177	–	–	0.03%	290
2025 Q2	$76.3K	Sell	3,177 -230	-7%	-$5.29K	0.03%	287
2025 Q1	$78.1K	Buy	3,407 +200	+6%	+$4.77K	0.03%	255
2024 Q4	$76.9K	Buy	+3,207	New	+$78.5K	0.03%	252

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

DHJJ Financial Advisors's KDEC Position: Q2 2026 in Review

DHJJ Financial Advisors held its Innovator U.S. Small Cap Power Buffer ETF - December (KDEC) position steady in Q2 2026 at 6,139 shares worth $174K. The position accounts for 0.05% of the portfolio, ranked #235.

DHJJ Financial Advisors first reported a position in KDEC in Q4 2024 and has held it in 7 quarters since. 69 funds tracked by Wall St. Rank hold KDEC as of Q2 2026.

DHJJ Financial Advisors held 6,139 shares of Innovator U.S. Small Cap Power Buffer ETF - December worth $174K as of Q2 2026.
DHJJ Financial Advisors left its Innovator U.S. Small Cap Power Buffer ETF - December share count unchanged in Q2 2026.
Innovator U.S. Small Cap Power Buffer ETF - December made up 0.05% of DHJJ Financial Advisors's portfolio in Q2 2026, its #235 holding.
DHJJ Financial Advisors first reported a position in Innovator U.S. Small Cap Power Buffer ETF - December in Q4 2024 and has held it in 7 quarters since.
69 funds tracked by Wall St. Rank held Innovator U.S. Small Cap Power Buffer ETF - December as of Q2 2026.

Based on DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.