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 Q3	$461K	Hold	13,360	–	–	0.05%	143
2026 Q2	$458K	Hold	13,360	–	–	0.05%	145
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

Gill Capital Partners Denver, Colorado $366M AUM 12.21% 1-Year Est. Return

Fiduciary Financial Group San Rafael, California $857M AUM 17.39% 1-Year Est. Return

Cypress Financial Planning Haddon Heights, New Jersey $373M AUM 6.05% 1-Year Est. Return

Diligent Investors Redlands, California $455M AUM 20.89% 1-Year Est. Return

Liberty Atlantic Advisors Allen, Texas $157M AUM 7.28% 1-Year Est. Return

PFS Partners Mine Hill, New Jersey $246M AUM 22.61% 1-Year Est. Return

NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

KFG Wealth Management's IDEC Position: Q3 2026 in Review

KFG Wealth Management held its Innovator International Developed Power Buffer ETF December (IDEC) position steady in Q3 2026 at 13,360 shares worth $461K. The position accounts for 0.05% of the portfolio, ranked #143.

KFG Wealth Management first reported a position in IDEC in Q4 2023 and has held it in 9 quarters since. 11 funds tracked by Wall St. Rank hold IDEC as of Q3 2026.

KFG Wealth Management held 13,360 shares of Innovator International Developed Power Buffer ETF December worth $461K as of Q3 2026.
KFG Wealth Management left its Innovator International Developed Power Buffer ETF December share count unchanged in Q3 2026.
Innovator International Developed Power Buffer ETF December made up 0.05% of KFG Wealth Management's portfolio in Q3 2026, its #143 holding.
KFG Wealth Management first reported a position in Innovator International Developed Power Buffer ETF December in Q4 2023 and has held it in 9 quarters since.
11 funds tracked by Wall St. Rank held Innovator International Developed Power Buffer ETF December as of Q3 2026.

Based on KFG Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.