Koshinski Asset Management’s Innovator U.S. Small Cap Power Buffer ETF - December KDEC Stock Holding History

Koshinski Asset Management’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	$217K	Buy	+7,661	New	+$210K	0.01%	726
2026 Q1	–	Sell	-15,110	Closed	-$386K	–	766
2025 Q4	$386K	Sell	15,110 -4,700	-24%	-$120K	0.02%	492
2025 Q3	$505K	Buy	+19,810	New	+$491K	0.03%	417

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

Koshinski Asset Management's KDEC Position: Q2 2026 in Review

Koshinski Asset Management opened a new position in Innovator U.S. Small Cap Power Buffer ETF - December (KDEC) in Q2 2026: 7,661 shares worth $217K. The stake represents 0.01% of the portfolio and ranks #726 among its holdings. This is a return to the name: Koshinski Asset Management previously reported a position in KDEC as recently as Q4 2025.

Koshinski Asset Management first reported a position in KDEC in Q3 2025 and has held it in 3 quarters since. The position peaked at $505K in Q3 2025. 69 funds tracked by Wall St. Rank hold KDEC as of Q2 2026.

Koshinski Asset Management held 7,661 shares of Innovator U.S. Small Cap Power Buffer ETF - December worth $217K as of Q2 2026.
Innovator U.S. Small Cap Power Buffer ETF - December was a new Koshinski Asset Management position in Q2 2026.
Innovator U.S. Small Cap Power Buffer ETF - December made up 0.01% of Koshinski Asset Management's portfolio in Q2 2026, its #726 holding.
Koshinski Asset Management first reported a position in Innovator U.S. Small Cap Power Buffer ETF - December in Q3 2025 and has held it in 3 quarters since.
Koshinski Asset Management's Innovator U.S. Small Cap Power Buffer ETF - December position peaked at $505K in Q3 2025.
69 funds tracked by Wall St. Rank held Innovator U.S. Small Cap Power Buffer ETF - December as of Q2 2026.

Based on Koshinski Asset Management's 13F filing for Q2 2026, filed 27 Jul 2026.