Jones Financial Companies
KDEC

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

Jones Financial Companies’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
2025
Q2 		– Sell
-535
Closed -$12.3K – 4187
2025
Q1 		$12.3K Buy
+535
New +$12.8K ﹤0.01% 2624

Other funds holding KDEC

William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
OLVIG
Oliver Lagore Vanvalin Investment Group Flint, Michigan $255M AUM
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CA
Corrado Advisors Ramsey, New Jersey $217M AUM 26.96% 1-Year Est. Return
BMM
Berkshire Money Management Dalton, Massachusetts $1.09B AUM 20.64% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Jones Financial Companies's KDEC Position: Q2 2025 in Review

Jones Financial Companies sold out of Innovator U.S. Small Cap Power Buffer ETF - December (KDEC) in Q2 2025, closing a stake of 535 shares — an estimated $12.3K sold.

Jones Financial Companies first reported a position in KDEC in Q1 2025 and held it in 1 quarter. The position peaked at $12.3K in Q1 2025. 46 funds tracked by Wall St. Rank hold KDEC as of Q2 2025.

  • Jones Financial Companies reported no remaining Innovator U.S. Small Cap Power Buffer ETF - December position as of Q2 2025 after selling out during the quarter.
  • Jones Financial Companies sold 535 Innovator U.S. Small Cap Power Buffer ETF - December shares in Q2 2025, an estimated $12.3K.
  • Jones Financial Companies first reported a position in Innovator U.S. Small Cap Power Buffer ETF - December in Q1 2025 and held it in 1 quarter.
  • Jones Financial Companies's Innovator U.S. Small Cap Power Buffer ETF - December position peaked at $12.3K in Q1 2025.
  • 46 funds tracked by Wall St. Rank held Innovator U.S. Small Cap Power Buffer ETF - December as of Q2 2025.

Based on Jones Financial Companies's 13F filing for Q2 2025, filed 13 Aug 2025.