WA
KDEC

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

Wealth Alliance’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 		$355K Hold
13,816
– – 0.04% 386
2025
Q4 		$353K Buy
13,816
+5,740
+71% +$146K 0.03% 393
2025
Q3 		$206K Buy
+8,076
New +$200K 0.02% 528

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

Wealth Alliance's KDEC Position: Q1 2026 in Review

Wealth Alliance held its Innovator U.S. Small Cap Power Buffer ETF - December (KDEC) position steady in Q1 2026 at 13,816 shares worth $355K. The position accounts for 0.04% of the portfolio, ranked #386.

Wealth Alliance first reported a position in KDEC in Q3 2025 and has held it in 3 quarters since. 70 funds tracked by Wall St. Rank hold KDEC as of Q1 2026.

  • Wealth Alliance held 13,816 shares of Innovator U.S. Small Cap Power Buffer ETF - December worth $355K as of Q1 2026.
  • Wealth Alliance left its Innovator U.S. Small Cap Power Buffer ETF - December share count unchanged in Q1 2026.
  • Innovator U.S. Small Cap Power Buffer ETF - December made up 0.04% of Wealth Alliance's portfolio in Q1 2026, its #386 holding.
  • Wealth Alliance first reported a position in Innovator U.S. Small Cap Power Buffer ETF - December in Q3 2025 and has held it in 3 quarters since.
  • 70 funds tracked by Wall St. Rank held Innovator U.S. Small Cap Power Buffer ETF - December as of Q1 2026.

Based on Wealth Alliance's 13F filing for Q1 2026, filed 14 May 2026.