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Lantz Financial’s Innovator International Developed Power Buffer ETF December IDEC Stock Holding History

Lantz Financial’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 		– Sell
-7,413
Closed -$239K – 243
2025
Q4 		$239K Buy
+7,413
New +$234K 0.05% 231
2025
Q1 		– Sell
-10,557
Closed -$280K – 226
2024
Q4 		$280K Buy
+10,557
New +$287K 0.07% 186

Other funds holding IDEC

AFS
Access Financial Services Minneapolis, Minnesota $305M AUM 15.71% 1-Year Est. Return
CA
Corrado Advisors Ramsey, New Jersey $217M AUM 26.96% 1-Year Est. Return
BFG
Berger Financial Group Plymouth, Minnesota $1.79B AUM 15.72% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
AP
Americana Partners Houston, Texas $3.85B AUM 23.11% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Lantz Financial's IDEC Position: Q1 2026 in Review

Lantz Financial sold out of Innovator International Developed Power Buffer ETF December (IDEC) in Q1 2026, closing a stake of 7,413 shares — an estimated $239K sold.

Lantz Financial first reported a position in IDEC in Q4 2024 and held it in 2 quarters. The position peaked at $280K in Q4 2024. 51 funds tracked by Wall St. Rank hold IDEC as of Q1 2026.

  • Lantz Financial reported no remaining Innovator International Developed Power Buffer ETF December position as of Q1 2026 after selling out during the quarter.
  • Lantz Financial sold 7,413 Innovator International Developed Power Buffer ETF December shares in Q1 2026, an estimated $239K.
  • Lantz Financial first reported a position in Innovator International Developed Power Buffer ETF December in Q4 2024 and held it in 2 quarters.
  • Lantz Financial's Innovator International Developed Power Buffer ETF December position peaked at $280K in Q4 2024.
  • 51 funds tracked by Wall St. Rank held Innovator International Developed Power Buffer ETF December as of Q1 2026.

Based on Lantz Financial's 13F filing for Q1 2026, filed 9 Apr 2026.