SPC
KDEC

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
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 $262M AUM 19.65% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

Sigma Planning Corp's KDEC Position: Q1 2026 in Review

Sigma Planning Corp reduced its Innovator U.S. Small Cap Power Buffer ETF - December (KDEC) stake by 13% in Q1 2026, selling an estimated $116K and leaving 30,603 shares worth $786K. The position accounts for 0.02% of the portfolio, ranked #663.

Sigma Planning Corp first reported a position in KDEC in Q4 2025 and has held it in 2 quarters since. The position peaked at $895K in Q4 2025. 70 funds tracked by Wall St. Rank hold KDEC as of Q1 2026.

  • Sigma Planning Corp held 30,603 shares of Innovator U.S. Small Cap Power Buffer ETF - December worth $786K as of Q1 2026.
  • Sigma Planning Corp sold 4,418 Innovator U.S. Small Cap Power Buffer ETF - December shares in Q1 2026, an estimated $116K.
  • Innovator U.S. Small Cap Power Buffer ETF - December made up 0.02% of Sigma Planning Corp's portfolio in Q1 2026, its #663 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 2 quarters since.
  • Sigma Planning Corp's Innovator U.S. Small Cap Power Buffer ETF - December position peaked at $895K in Q4 2025.
  • 70 funds tracked by Wall St. Rank held Innovator U.S. Small Cap Power Buffer ETF - December as of Q1 2026.

Based on Sigma Planning Corp's 13F filing for Q1 2026, filed 4 May 2026.