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Occidental Asset Management’s Innovator International Developed Power Buffer ETF December IDEC Stock Holding History

Occidental Asset Management’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 		$217K Hold
6,650
– – 0.03% 252
2025
Q4 		$215K Buy
+6,650
New +$210K 0.03% 269

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 $1.96B AUM 20.58% 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 $3.06B AUM 23.82% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
AP
Americana Partners Houston, Texas $4.44B AUM 29.45% 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

Occidental Asset Management's IDEC Position: Q1 2026 in Review

Occidental Asset Management held its Innovator International Developed Power Buffer ETF December (IDEC) position steady in Q1 2026 at 6,650 shares worth $217K. The position accounts for 0.03% of the portfolio, ranked #252.

Occidental Asset Management first reported a position in IDEC in Q4 2025 and has held it in 2 quarters since. 51 funds tracked by Wall St. Rank hold IDEC as of Q1 2026.

  • Occidental Asset Management held 6,650 shares of Innovator International Developed Power Buffer ETF December worth $217K as of Q1 2026.
  • Occidental Asset Management left its Innovator International Developed Power Buffer ETF December share count unchanged in Q1 2026.
  • Innovator International Developed Power Buffer ETF December made up 0.03% of Occidental Asset Management's portfolio in Q1 2026, its #252 holding.
  • Occidental Asset Management first reported a position in Innovator International Developed Power Buffer ETF December in Q4 2025 and has held it in 2 quarters since.
  • 51 funds tracked by Wall St. Rank held Innovator International Developed Power Buffer ETF December as of Q1 2026.

Based on Occidental Asset Management's 13F filing for Q1 2026, filed 16 Apr 2026.