Keating Financial Advisory Services’s Innovator U.S. Small Cap Power Buffer ETF - December KDEC Stock Holding History

Keating Financial Advisory Services’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	$325K	Sell	11,443 -27	-0.2%	-$741	0.04%	273
2026 Q1	$295K	Hold	11,470	–	–	0.05%	265
2025 Q4	$293K	Buy	+11,470	New	+$293K	0.04%	298

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

Keating Financial Advisory Services's KDEC Position: Q2 2026 in Review

Keating Financial Advisory Services reduced its Innovator U.S. Small Cap Power Buffer ETF - December (KDEC) stake by 0.24% in Q2 2026, selling an estimated $741 and leaving 11,443 shares worth $325K. The position accounts for 0.04% of the portfolio, ranked #273.

Keating Financial Advisory Services first reported a position in KDEC in Q4 2025 and has held it in 3 quarters since. 69 funds tracked by Wall St. Rank hold KDEC as of Q2 2026.

Keating Financial Advisory Services held 11,443 shares of Innovator U.S. Small Cap Power Buffer ETF - December worth $325K as of Q2 2026.
Keating Financial Advisory Services sold 27 Innovator U.S. Small Cap Power Buffer ETF - December shares in Q2 2026, an estimated $741.
Innovator U.S. Small Cap Power Buffer ETF - December made up 0.04% of Keating Financial Advisory Services's portfolio in Q2 2026, its #273 holding.
Keating Financial Advisory Services 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.
69 funds tracked by Wall St. Rank held Innovator U.S. Small Cap Power Buffer ETF - December as of Q2 2026.

Based on Keating Financial Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.