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 Q3	–	Sell	-30,298	Closed	-$860K	–	1466
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

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Outlook Wealth Advisors Shenandoah, Texas $470M AUM 20.06% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Berkshire Money Management Dalton, Massachusetts $1.16B AUM 13.8% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return

Maltin Wealth Management Ridgewood, New Jersey $308M AUM 16.5% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Sigma Planning Corp's KDEC Position: Q3 2026 in Review

Sigma Planning Corp sold out of Innovator U.S. Small Cap Power Buffer ETF - December (KDEC) in Q3 2026, closing a stake of 30,298 shares — an estimated $860K sold.

Sigma Planning Corp first reported a position in KDEC in Q4 2025 and held it in 3 quarters. The position peaked at $895K in Q4 2025. 33 funds tracked by Wall St. Rank hold KDEC as of Q3 2026.

Sigma Planning Corp reported no remaining Innovator U.S. Small Cap Power Buffer ETF - December position as of Q3 2026 after selling out during the quarter.
Sigma Planning Corp sold 30,298 Innovator U.S. Small Cap Power Buffer ETF - December shares in Q3 2026, an estimated $860K.
Sigma Planning Corp first reported a position in Innovator U.S. Small Cap Power Buffer ETF - December in Q4 2025 and held it in 3 quarters.
Sigma Planning Corp's Innovator U.S. Small Cap Power Buffer ETF - December position peaked at $895K in Q4 2025.
33 funds tracked by Wall St. Rank held Innovator U.S. Small Cap Power Buffer ETF - December as of Q3 2026.

Based on Sigma Planning Corp's 13F filing for Q3 2026, filed 23 Oct 2026.