SageView Advisory Group’s Innovator U.S. Small Cap Power Buffer ETF - December KDEC Stock Holding History

SageView Advisory 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
2026 Q2	$6.08M	Sell	214,228 -10,350	-5%	-$284K	0.2%	69
2026 Q1	$5.77M	Buy	224,578 +12,268	+6%	+$321K	0.21%	63
2025 Q4	$5.42M	Buy	212,310 +43,087	+25%	+$1.1M	0.18%	69
2025 Q3	$4.31M	Buy	169,223 +99,406	+142%	+$2.46M	0.15%	90
2025 Q2	$1.71M	Buy	69,817 +7,229	+12%	+$166K	0.06%	158
2025 Q1	$1.43M	Buy	62,588 +26,965	+76%	+$643K	0.06%	174
2024 Q4	$854K	Buy	+35,623	New	+$871K	0.04%	247

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

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

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

SageView Advisory Group's KDEC Position: Q2 2026 in Review

SageView Advisory Group reduced its Innovator U.S. Small Cap Power Buffer ETF - December (KDEC) stake by 4.6% in Q2 2026, selling an estimated $284K and leaving 214,228 shares worth $6.08M. The position accounts for 0.2% of the portfolio, ranked #69.

SageView Advisory Group first reported a position in KDEC in Q4 2024 and has held it in 7 quarters since. 69 funds tracked by Wall St. Rank hold KDEC as of Q2 2026.

SageView Advisory Group held 214,228 shares of Innovator U.S. Small Cap Power Buffer ETF - December worth $6.08M as of Q2 2026.
SageView Advisory Group sold 10,350 Innovator U.S. Small Cap Power Buffer ETF - December shares in Q2 2026, an estimated $284K.
Innovator U.S. Small Cap Power Buffer ETF - December made up 0.2% of SageView Advisory Group's portfolio in Q2 2026, its #69 holding.
SageView Advisory Group first reported a position in Innovator U.S. Small Cap Power Buffer ETF - December in Q4 2024 and has held it in 7 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 SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.