WTFG
KDEC

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

Wood Tarver Financial 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
2025
Q3 		– Sell
-4,296
Closed -$103K – 696
2025
Q2 		$103K Hold
4,296
– – 0.03% 209
2025
Q1 		$98.4K Hold
4,296
– – 0.03% 201
2024
Q4 		$103K Buy
+4,296
New +$105K 0.03% 189

Other funds holding KDEC

MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
CA
Corrado Advisors Ramsey, New Jersey $192M AUM 20.53% 1-Year Est. Return
BMM
Berkshire Money Management Dalton, Massachusetts $976M AUM 13.87% 1-Year Est. Return
CCG
Catalina Capital Group Torrance, California $168M AUM 16.69% 1-Year Est. Return
OC
Optima Capital Beaverton, Oregon $215M AUM 17.28% 1-Year Est. Return

Wood Tarver Financial Group's KDEC Position: Q3 2025 in Review

Wood Tarver Financial Group sold out of Innovator U.S. Small Cap Power Buffer ETF - December (KDEC) in Q3 2025, closing a stake of 4,296 shares — an estimated $103K sold.

Wood Tarver Financial Group first reported a position in KDEC in Q4 2024 and held it in 3 quarters. The position peaked at $103K in Q2 2025. 52 funds tracked by Wall St. Rank hold KDEC as of Q3 2025.

  • Wood Tarver Financial Group reported no remaining Innovator U.S. Small Cap Power Buffer ETF - December position as of Q3 2025 after selling out during the quarter.
  • Wood Tarver Financial Group sold 4,296 Innovator U.S. Small Cap Power Buffer ETF - December shares in Q3 2025, an estimated $103K.
  • Wood Tarver Financial Group first reported a position in Innovator U.S. Small Cap Power Buffer ETF - December in Q4 2024 and held it in 3 quarters.
  • Wood Tarver Financial Group's Innovator U.S. Small Cap Power Buffer ETF - December position peaked at $103K in Q2 2025.
  • 52 funds tracked by Wall St. Rank held Innovator U.S. Small Cap Power Buffer ETF - December as of Q3 2025.

Based on Wood Tarver Financial Group's 13F filing for Q3 2025, filed 14 Nov 2025.