KFG Wealth Management’s Innovator International Developed Power Buffer ETF December IDEC Stock Holding History

KFG Wealth Management’s Portfolio IDEC Stock Details IDEC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$435K	Hold	13,360	–	–	0.06%	149
2025 Q4	$431K	Buy	13,360 +6,796	+104%	+$215K	0.06%	149
2025 Q3	$204K	Buy	+6,564	New	+$200K	0.03%	203
2024 Q4	–	Sell	-9,664	Closed	-$274K	–	186
2024 Q3	$274K	Hold	9,664	–	–	0.06%	148
2024 Q2	$260K	Hold	9,664	–	–	0.1%	136
2024 Q1	$259K	Hold	9,664	–	–	0.11%	134
2023 Q4	$250K	Buy	+9,664	New	+$246K	0.11%	116

Other funds holding IDEC

AFS

Access Financial Services Minneapolis, Minnesota $305M AUM 15.71% 1-Year Est. Return

Corrado Advisors Ramsey, New Jersey $192M AUM 20.53% 1-Year Est. Return

BFG

Berger Financial Group Plymouth, Minnesota $1.79B AUM 15.72% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

BAM

Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Americana Partners Houston, Texas $3.85B AUM 23.11% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

SignatureFD Atlanta, Georgia $6.53B AUM 20.48% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

KFG Wealth Management's IDEC Position: Q1 2026 in Review

KFG Wealth Management held its Innovator International Developed Power Buffer ETF December (IDEC) position steady in Q1 2026 at 13,360 shares worth $435K. The position accounts for 0.06% of the portfolio, ranked #149.

KFG Wealth Management first reported a position in IDEC in Q4 2023 and has held it in 7 quarters since. 51 funds tracked by Wall St. Rank hold IDEC as of Q1 2026.

KFG Wealth Management held 13,360 shares of Innovator International Developed Power Buffer ETF December worth $435K as of Q1 2026.
KFG Wealth Management left its Innovator International Developed Power Buffer ETF December share count unchanged in Q1 2026.
Innovator International Developed Power Buffer ETF December made up 0.06% of KFG Wealth Management's portfolio in Q1 2026, its #149 holding.
KFG Wealth Management first reported a position in Innovator International Developed Power Buffer ETF December in Q4 2023 and has held it in 7 quarters since.
51 funds tracked by Wall St. Rank held Innovator International Developed Power Buffer ETF December as of Q1 2026.

Based on KFG Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.