Sigma Planning Corp’s Innovator U.S. Small Cap Power Buffer ETF - December KDEC Stock Holding History

Sigma Planning Corp’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	$860K	Sell	30,298 -305	-1%	-$8.37K	0.02%	667
2026 Q1	$786K	Sell	30,603 -4,418	-13%	-$116K	0.02%	663
2025 Q4	$895K	Buy	+35,021	New	+$894K	0.02%	576

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

SAG

SageView Advisory Group Newport Beach, California $3.05B AUM 18.61% 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

Sigma Planning Corp's KDEC Position: Q2 2026 in Review

Sigma Planning Corp reduced its Innovator U.S. Small Cap Power Buffer ETF - December (KDEC) stake by 1% in Q2 2026, selling an estimated $8.37K and leaving 30,298 shares worth $860K. The position accounts for 0.02% of the portfolio, ranked #667.

Sigma Planning Corp first reported a position in KDEC in Q4 2025 and has held it in 3 quarters since. The position peaked at $895K in Q4 2025. 69 funds tracked by Wall St. Rank hold KDEC as of Q2 2026.

Sigma Planning Corp held 30,298 shares of Innovator U.S. Small Cap Power Buffer ETF - December worth $860K as of Q2 2026.
Sigma Planning Corp sold 305 Innovator U.S. Small Cap Power Buffer ETF - December shares in Q2 2026, an estimated $8.37K.
Innovator U.S. Small Cap Power Buffer ETF - December made up 0.02% of Sigma Planning Corp's portfolio in Q2 2026, its #667 holding.
Sigma Planning Corp first reported a position in Innovator U.S. Small Cap Power Buffer ETF - December in Q4 2025 and has held it in 3 quarters since.
Sigma Planning Corp's Innovator U.S. Small Cap Power Buffer ETF - December position peaked at $895K in Q4 2025.
69 funds tracked by Wall St. Rank held Innovator U.S. Small Cap Power Buffer ETF - December as of Q2 2026.

Based on Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.