SAG
KDEC

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
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

CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
CWG
Crown Wealth Group Charlotte, North Carolina $340M AUM 20.49% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CCG
Catalina Capital Group Torrance, California $168M AUM 16.69% 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 $38.8B AUM 21.88% 1-Year Est. Return
CA
Corrado Advisors Ramsey, New Jersey $192M AUM 20.53% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return