DFA
KDEC

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
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 $262M AUM 19.65% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

DHJJ Financial Advisors's KDEC Position: Q1 2026 in Review

DHJJ Financial Advisors held its Innovator U.S. Small Cap Power Buffer ETF - December (KDEC) position steady in Q1 2026 at 6,139 shares worth $158K. The position accounts for 0.05% of the portfolio, ranked #230.

DHJJ Financial Advisors first reported a position in KDEC in Q4 2024 and has held it in 6 quarters since. 70 funds tracked by Wall St. Rank hold KDEC as of Q1 2026.

  • DHJJ Financial Advisors held 6,139 shares of Innovator U.S. Small Cap Power Buffer ETF - December worth $158K as of Q1 2026.
  • DHJJ Financial Advisors left its Innovator U.S. Small Cap Power Buffer ETF - December share count unchanged in Q1 2026.
  • Innovator U.S. Small Cap Power Buffer ETF - December made up 0.05% of DHJJ Financial Advisors's portfolio in Q1 2026, its #230 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 6 quarters since.
  • 70 funds tracked by Wall St. Rank held Innovator U.S. Small Cap Power Buffer ETF - December as of Q1 2026.

Based on DHJJ Financial Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.