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

Farther Finance 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	–	Sell	-1,000	Closed	-$25.8K	–	6141
2026 Q1	$25.8K	Hold	1,000	–	–	﹤0.01%	3478
2025 Q4	$25.5K	Hold	1,000	–	–	﹤0.01%	3276
2025 Q3	$25.5K	Hold	1,000	–	–	﹤0.01%	2870
2025 Q2	$24K	Buy	+1,000	New	+$23K	﹤0.01%	2563

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

Farther Finance Advisors's KDEC Position: Q2 2026 in Review

Farther Finance Advisors sold out of Innovator U.S. Small Cap Power Buffer ETF - December (KDEC) in Q2 2026, closing a stake of 1,000 shares — an estimated $25.8K sold.

Farther Finance Advisors first reported a position in KDEC in Q2 2025 and held it in 4 quarters. The position peaked at $25.8K in Q1 2026. 69 funds tracked by Wall St. Rank hold KDEC as of Q2 2026.

Farther Finance Advisors reported no remaining Innovator U.S. Small Cap Power Buffer ETF - December position as of Q2 2026 after selling out during the quarter.
Farther Finance Advisors sold 1,000 Innovator U.S. Small Cap Power Buffer ETF - December shares in Q2 2026, an estimated $25.8K.
Farther Finance Advisors first reported a position in Innovator U.S. Small Cap Power Buffer ETF - December in Q2 2025 and held it in 4 quarters.
Farther Finance Advisors's Innovator U.S. Small Cap Power Buffer ETF - December position peaked at $25.8K in Q1 2026.
69 funds tracked by Wall St. Rank held Innovator U.S. Small Cap Power Buffer ETF - December as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.