Stuart Chaussee & Associates’s Innovator U.S. Small Cap Power Buffer ETF - December KDEC Stock Holding History

Stuart Chaussee & Associates’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 Q2	–	Sell	-1,120	Closed	-$25.7K	–	200
2025 Q1	$25.7K	Sell	1,120 -112,339	-99%	-$2.68M	0.01%	116
2024 Q4	$2.72M	Buy	+113,459	New	+$2.78M	0.67%	12

Other funds holding KDEC

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

OLVIG

Oliver Lagore Vanvalin Investment Group Flint, Michigan $255M AUM

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

SAG

SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Corrado Advisors Ramsey, New Jersey $217M AUM 26.96% 1-Year Est. Return

BMM

Berkshire Money Management Dalton, Massachusetts $1.09B AUM 20.64% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Stuart Chaussee & Associates's KDEC Position: Q2 2025 in Review

Stuart Chaussee & Associates sold out of Innovator U.S. Small Cap Power Buffer ETF - December (KDEC) in Q2 2025, closing a stake of 1,120 shares — an estimated $25.7K sold.

Stuart Chaussee & Associates first reported a position in KDEC in Q4 2024 and held it in 2 quarters. The position peaked at $2.72M in Q4 2024. 46 funds tracked by Wall St. Rank hold KDEC as of Q2 2025.

Stuart Chaussee & Associates reported no remaining Innovator U.S. Small Cap Power Buffer ETF - December position as of Q2 2025 after selling out during the quarter.
Stuart Chaussee & Associates sold 1,120 Innovator U.S. Small Cap Power Buffer ETF - December shares in Q2 2025, an estimated $25.7K.
Stuart Chaussee & Associates first reported a position in Innovator U.S. Small Cap Power Buffer ETF - December in Q4 2024 and held it in 2 quarters.
Stuart Chaussee & Associates's Innovator U.S. Small Cap Power Buffer ETF - December position peaked at $2.72M in Q4 2024.
46 funds tracked by Wall St. Rank held Innovator U.S. Small Cap Power Buffer ETF - December as of Q2 2025.

Based on Stuart Chaussee & Associates's 13F filing for Q2 2025, filed 1 Aug 2025.