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

WealthShield Partners’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	$103K	Hold	4,000	–	–	0.01%	402
2025 Q4	$102K	Hold	4,000	–	–	0.01%	393
2025 Q3	$102K	Hold	4,000	–	–	0.01%	392
2025 Q2	$96.1K	Hold	4,000	–	–	0.01%	387
2025 Q1	$91.6K	Hold	4,000	–	–	0.01%	377
2024 Q4	$95.9K	Buy	+4,000	New	+$97.8K	0.01%	344

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 $23.1B AUM 27.04% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

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

CCG

Catalina Capital Group Torrance, California $168M AUM 16.69% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

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

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

WealthShield Partners's KDEC Position: Q1 2026 in Review

WealthShield Partners held its Innovator U.S. Small Cap Power Buffer ETF - December (KDEC) position steady in Q1 2026 at 4,000 shares worth $103K. The position accounts for 0.01% of the portfolio, ranked #402.

WealthShield Partners first reported a position in KDEC in Q4 2024 and has held it in 6 quarters since. 70 funds tracked by Wall St. Rank hold KDEC as of Q1 2026.

WealthShield Partners held 4,000 shares of Innovator U.S. Small Cap Power Buffer ETF - December worth $103K as of Q1 2026.
WealthShield Partners 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 0.01% of WealthShield Partners's portfolio in Q1 2026, its #402 holding.
WealthShield Partners first reported a position in Innovator U.S. Small Cap Power Buffer ETF - December in Q4 2024 and has held it in 6 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 WealthShield Partners's 13F filing for Q1 2026, filed 1 May 2026.