OLVIG
KDEC

Oliver Lagore Vanvalin Investment Group’s Innovator U.S. Small Cap Power Buffer ETF - December KDEC Stock Holding History

Oliver Lagore Vanvalin Investment 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
2025
Q2 		$2.74M Buy
+119,559
New +$2.75M 1.08% 23
2024
Q4 		$1.99M Buy
+83,060
New +$2.03M 0.51% 39

Other funds holding KDEC

William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CA
Corrado Advisors Ramsey, New Jersey $217M AUM 26.96% 1-Year Est. Return
BMM
Berkshire Money Management Dalton, Massachusetts $1.09B AUM 20.64% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's KDEC Position: Q2 2025 in Review

Oliver Lagore Vanvalin Investment Group opened a new position in Innovator U.S. Small Cap Power Buffer ETF - December (KDEC) in Q2 2025: 119,559 shares worth $2.74M. The stake represents 1.08% of the portfolio and ranks #23 among its holdings. This is a return to the name: Oliver Lagore Vanvalin Investment Group previously reported a position in KDEC as recently as Q4 2024.

Oliver Lagore Vanvalin Investment Group first reported a position in KDEC in Q4 2024 and has held it in 2 quarters since. 46 funds tracked by Wall St. Rank hold KDEC as of Q2 2025.

  • Oliver Lagore Vanvalin Investment Group held 119,559 shares of Innovator U.S. Small Cap Power Buffer ETF - December worth $2.74M as of Q2 2025.
  • Innovator U.S. Small Cap Power Buffer ETF - December was a new Oliver Lagore Vanvalin Investment Group position in Q2 2025.
  • Innovator U.S. Small Cap Power Buffer ETF - December made up 1.08% of Oliver Lagore Vanvalin Investment Group's portfolio in Q2 2025, its #23 holding.
  • Oliver Lagore Vanvalin Investment Group first reported a position in Innovator U.S. Small Cap Power Buffer ETF - December in Q4 2024 and has held it in 2 quarters since.
  • 46 funds tracked by Wall St. Rank held Innovator U.S. Small Cap Power Buffer ETF - December as of Q2 2025.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2025, filed 10 Jul 2025.