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 Q2	$572K	Buy	20,162 +150	+0.7%	+$4.12K	0.46%	68
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 $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

Miller Financial Services's KDEC Position: Q2 2026 in Review

Miller Financial Services increased its Innovator U.S. Small Cap Power Buffer ETF - December (KDEC) stake by 0.75% in Q2 2026, buying an estimated $4.12K and bringing the position to 20,162 shares worth $572K. The position accounts for 0.46% of the portfolio, ranked #68.

Miller Financial Services 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.

Miller Financial Services held 20,162 shares of Innovator U.S. Small Cap Power Buffer ETF - December worth $572K as of Q2 2026.
Miller Financial Services bought 150 Innovator U.S. Small Cap Power Buffer ETF - December shares in Q2 2026, an estimated $4.12K.
Innovator U.S. Small Cap Power Buffer ETF - December made up 0.46% of Miller Financial Services's portfolio in Q2 2026, its #68 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 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 Miller Financial Services's 13F filing for Q2 2026, filed 29 Jul 2026.