TopTier Wealth Management’s Innovator U.S. Small Cap Power Buffer ETF - December KDEC Stock Holding History

TopTier Wealth Management’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	$665K	Sell	23,423 -1,901	-8%	-$52.2K	0.4%	56
2026 Q1	$651K	Sell	25,324 -21	-0.1%	-$549	0.4%	56
2025 Q4	$647K	Buy	+25,345	New	+$647K	0.44%	58

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

TopTier Wealth Management's KDEC Position: Q2 2026 in Review

TopTier Wealth Management reduced its Innovator U.S. Small Cap Power Buffer ETF - December (KDEC) stake by 7.5% in Q2 2026, selling an estimated $52.2K and leaving 23,423 shares worth $665K. The position accounts for 0.4% of the portfolio, ranked #56.

TopTier Wealth Management first reported a position in KDEC in Q4 2025 and has held it in 3 quarters since. 69 funds tracked by Wall St. Rank hold KDEC as of Q2 2026.

TopTier Wealth Management held 23,423 shares of Innovator U.S. Small Cap Power Buffer ETF - December worth $665K as of Q2 2026.
TopTier Wealth Management sold 1,901 Innovator U.S. Small Cap Power Buffer ETF - December shares in Q2 2026, an estimated $52.2K.
Innovator U.S. Small Cap Power Buffer ETF - December made up 0.4% of TopTier Wealth Management's portfolio in Q2 2026, its #56 holding.
TopTier Wealth Management 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.
69 funds tracked by Wall St. Rank held Innovator U.S. Small Cap Power Buffer ETF - December as of Q2 2026.

Based on TopTier Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.