Merit Financial Group’s Innovator U.S. Small Cap Power Buffer ETF - December KDEC Stock Holding History

Merit Financial Group’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	$922K	Sell	32,484 -1,303	-4%	-$35.8K	0.01%	1116
2026 Q1	$868K	Sell	33,787 -996	-3%	-$26.1K	0.01%	1057
2025 Q4	$888K	Buy	34,783 +195	+0.6%	+$4.98K	0.01%	1003
2025 Q3	$881K	Sell	34,588 -184	-0.5%	-$4.56K	0.01%	917
2025 Q2	$836K	Buy	+34,772	New	+$800K	0.01%	874

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

Merit Financial Group's KDEC Position: Q2 2026 in Review

Merit Financial Group reduced its Innovator U.S. Small Cap Power Buffer ETF - December (KDEC) stake by 3.9% in Q2 2026, selling an estimated $35.8K and leaving 32,484 shares worth $922K. The position accounts for 0.01% of the portfolio, ranked #1116.

Merit Financial Group first reported a position in KDEC in Q2 2025 and has held it in 5 quarters since. 69 funds tracked by Wall St. Rank hold KDEC as of Q2 2026.

Merit Financial Group held 32,484 shares of Innovator U.S. Small Cap Power Buffer ETF - December worth $922K as of Q2 2026.
Merit Financial Group sold 1,303 Innovator U.S. Small Cap Power Buffer ETF - December shares in Q2 2026, an estimated $35.8K.
Innovator U.S. Small Cap Power Buffer ETF - December made up 0.01% of Merit Financial Group's portfolio in Q2 2026, its #1116 holding.
Merit Financial Group first reported a position in Innovator U.S. Small Cap Power Buffer ETF - December in Q2 2025 and has held it in 5 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 Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.