MFS
KDEC

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

Miller Financial Services’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
Q1 		$514K Buy
20,012
+5,971
+43% +$156K 0.56% 60
2025
Q4 		$359K Sell
14,041
-410
-3% -$10.5K 0.42% 67
2025
Q3 		$368K Buy
14,451
+610
+4% +$15.1K 0.43% 66
2025
Q2 		$333K Buy
+13,841
New +$318K 0.42% 73

Other funds holding KDEC

MWM
Maltin Wealth Management Ridgewood, New Jersey $262M AUM 19.65% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CCG
Catalina Capital Group Torrance, California $168M AUM 16.69% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

Miller Financial Services's KDEC Position: Q1 2026 in Review

Miller Financial Services increased its Innovator U.S. Small Cap Power Buffer ETF - December (KDEC) stake by 43% in Q1 2026, buying an estimated $156K and bringing the position to 20,012 shares worth $514K. The position accounts for 0.56% of the portfolio, ranked #60.

Miller Financial Services first reported a position in KDEC in Q2 2025 and has held it in 4 quarters since. 70 funds tracked by Wall St. Rank hold KDEC as of Q1 2026.

  • Miller Financial Services held 20,012 shares of Innovator U.S. Small Cap Power Buffer ETF - December worth $514K as of Q1 2026.
  • Miller Financial Services bought 5,971 Innovator U.S. Small Cap Power Buffer ETF - December shares in Q1 2026, an estimated $156K.
  • Innovator U.S. Small Cap Power Buffer ETF - December made up 0.56% of Miller Financial Services's portfolio in Q1 2026, its #60 holding.
  • Miller Financial Services first reported a position in Innovator U.S. Small Cap Power Buffer ETF - December in Q2 2025 and has held it in 4 quarters since.
  • 70 funds tracked by Wall St. Rank held Innovator U.S. Small Cap Power Buffer ETF - December as of Q1 2026.

Based on Miller Financial Services's 13F filing for Q1 2026, filed 4 May 2026.