UBS Group
KDEC icon

UBS Group’s Innovator U.S. Small Cap Power Buffer ETF - December KDEC Stock Holding History

UBS Group’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 		$12.9K Buy
+460
New +$13.1K ﹤0.01% 8867
2025
Q3 		– Sell
-4,611
Closed -$111K – 11228
2025
Q2 		$111K Buy
+4,611
New +$106K ﹤0.01% 7152

Other funds holding KDEC

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.6B AUM 22.09% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Outlook Wealth Advisors
Outlook Wealth Advisors Shenandoah, Texas $470M AUM 20.06% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Berkshire Money Management
Berkshire Money Management Dalton, Massachusetts $1.16B AUM 13.8% 1-Year Est. Return
Merit Financial Group
Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return
Maltin Wealth Management
Maltin Wealth Management Ridgewood, New Jersey $308M AUM 16.5% 1-Year Est. Return

UBS Group's KDEC Position: Q3 2026 in Review

UBS Group opened a new position in Innovator U.S. Small Cap Power Buffer ETF - December (KDEC) in Q3 2026: 460 shares worth $12.9K. The stake represents ﹤0.01% of the portfolio and ranks #8867 among its holdings. This is a return to the name: UBS Group previously reported a position in KDEC as recently as Q2 2025.

UBS Group first reported a position in KDEC in Q2 2025 and has held it in 2 quarters since. The position peaked at $111K in Q2 2025. 40 funds tracked by Wall St. Rank hold KDEC as of Q3 2026.

  • UBS Group held 460 shares of Innovator U.S. Small Cap Power Buffer ETF - December worth $12.9K as of Q3 2026.
  • Innovator U.S. Small Cap Power Buffer ETF - December was a new UBS Group position in Q3 2026.
  • Innovator U.S. Small Cap Power Buffer ETF - December made up ﹤0.01% of UBS Group's portfolio in Q3 2026, its #8867 holding.
  • UBS Group first reported a position in Innovator U.S. Small Cap Power Buffer ETF - December in Q2 2025 and has held it in 2 quarters since.
  • UBS Group's Innovator U.S. Small Cap Power Buffer ETF - December position peaked at $111K in Q2 2025.
  • 40 funds tracked by Wall St. Rank held Innovator U.S. Small Cap Power Buffer ETF - December as of Q3 2026.

Based on UBS Group's 13F filing for Q3 2026, filed 10 Nov 2026.