Occidental Asset Management
IDEC icon

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
Q3 		$264K Hold
7,650
– – 0.02% 296
2026
Q2 		$263K Buy
7,650
+1,000
+15% +$33.8K 0.03% 260
2026
Q1 		$217K Hold
6,650
– – 0.03% 252
2025
Q4 		$215K Buy
+6,650
New +$210K 0.03% 269

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SignatureFD
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LPL Financial
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Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Gill Capital Partners
Gill Capital Partners Denver, Colorado $366M AUM 12.21% 1-Year Est. Return
Fiduciary Financial Group
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Americana Partners
Americana Partners Houston, Texas $4.67B AUM 26.97% 1-Year Est. Return

Occidental Asset Management's IDEC Position: Q3 2026 in Review

Occidental Asset Management held its Innovator International Developed Power Buffer ETF December (IDEC) position steady in Q3 2026 at 7,650 shares worth $264K. The position accounts for 0.02% of the portfolio, ranked #296.

Occidental Asset Management first reported a position in IDEC in Q4 2025 and has held it in 4 quarters since. 33 funds tracked by Wall St. Rank hold IDEC as of Q3 2026.

  • Occidental Asset Management held 7,650 shares of Innovator International Developed Power Buffer ETF December worth $264K as of Q3 2026.
  • Occidental Asset Management left its Innovator International Developed Power Buffer ETF December share count unchanged in Q3 2026.
  • Innovator International Developed Power Buffer ETF December made up 0.02% of Occidental Asset Management's portfolio in Q3 2026, its #296 holding.
  • Occidental Asset Management first reported a position in Innovator International Developed Power Buffer ETF December in Q4 2025 and has held it in 4 quarters since.
  • 33 funds tracked by Wall St. Rank held Innovator International Developed Power Buffer ETF December as of Q3 2026.

Based on Occidental Asset Management's 13F filing for Q3 2026, filed 5 Nov 2026.