IFG
KDEC

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

Independent Financial Group’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 		$834K Sell
29,391
-5,360
-15% -$147K 0.02% 765
2026
Q1 		$893K Hold
34,751
– – 0.02% 670
2025
Q4 		$888K Buy
34,751
+1,027
+3% +$26.2K 0.02% 667
2025
Q3 		$859K Sell
33,724
-1,000
-3% -$24.8K 0.02% 648
2025
Q2 		$834K Hold
34,724
– – 0.02% 599
2025
Q1 		$796K Buy
34,724
+16,724
+93% +$399K 0.03% 550
2024
Q4 		$432K Buy
+18,000
New +$440K 0.01% 750

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
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Independent Financial Group's KDEC Position: Q2 2026 in Review

Independent Financial Group reduced its Innovator U.S. Small Cap Power Buffer ETF - December (KDEC) stake by 15% in Q2 2026, selling an estimated $147K and leaving 29,391 shares worth $834K. The position accounts for 0.02% of the portfolio, ranked #765.

Independent Financial Group first reported a position in KDEC in Q4 2024 and has held it in 7 quarters since. The position peaked at $893K in Q1 2026. 69 funds tracked by Wall St. Rank hold KDEC as of Q2 2026.

  • Independent Financial Group held 29,391 shares of Innovator U.S. Small Cap Power Buffer ETF - December worth $834K as of Q2 2026.
  • Independent Financial Group sold 5,360 Innovator U.S. Small Cap Power Buffer ETF - December shares in Q2 2026, an estimated $147K.
  • Innovator U.S. Small Cap Power Buffer ETF - December made up 0.02% of Independent Financial Group's portfolio in Q2 2026, its #765 holding.
  • Independent Financial Group 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.
  • Independent Financial Group's Innovator U.S. Small Cap Power Buffer ETF - December position peaked at $893K 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 Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.