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

EverSource Wealth 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	$4.77K	Sell	168 -499	-75%	-$13.7K	﹤0.01%	3305
2026 Q1	$17.1K	Sell	667 -1,562	-70%	-$40.9K	﹤0.01%	2601
2025 Q4	$56.9K	Buy	+2,229	New	+$56.9K	﹤0.01%	1661

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

EverSource Wealth Advisors's KDEC Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Innovator U.S. Small Cap Power Buffer ETF - December (KDEC) stake by 75% in Q2 2026, selling an estimated $13.7K and leaving 168 shares worth $4.77K. The position accounts for ﹤0.01% of the portfolio, ranked #3305.

EverSource Wealth Advisors first reported a position in KDEC in Q4 2025 and has held it in 3 quarters since. The position peaked at $56.9K in Q4 2025. 69 funds tracked by Wall St. Rank hold KDEC as of Q2 2026.

EverSource Wealth Advisors held 168 shares of Innovator U.S. Small Cap Power Buffer ETF - December worth $4.77K as of Q2 2026.
EverSource Wealth Advisors sold 499 Innovator U.S. Small Cap Power Buffer ETF - December shares in Q2 2026, an estimated $13.7K.
Innovator U.S. Small Cap Power Buffer ETF - December made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3305 holding.
EverSource Wealth Advisors first reported a position in Innovator U.S. Small Cap Power Buffer ETF - December in Q4 2025 and has held it in 3 quarters since.
EverSource Wealth Advisors's Innovator U.S. Small Cap Power Buffer ETF - December position peaked at $56.9K in Q4 2025.
69 funds tracked by Wall St. Rank held Innovator U.S. Small Cap Power Buffer ETF - December as of Q2 2026.

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