WFAG
IDEC icon

Worth Financial Advisory Group’s Innovator International Developed Power Buffer ETF December IDEC Stock Holding History

Worth Financial Advisory Group’s Portfolio IDEC Stock Details IDEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-18,590
Closed -$600K – 98
2025
Q4 		$600K Buy
+18,590
New +$588K 0.29% 83

Other funds holding IDEC

AFS
Access Financial Services Minneapolis, Minnesota $305M AUM 15.71% 1-Year Est. Return
CA
Corrado Advisors Ramsey, New Jersey $192M AUM 20.53% 1-Year Est. Return
BFG
Berger Financial Group Plymouth, Minnesota $1.79B AUM 15.72% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
AP
Americana Partners Houston, Texas $3.85B AUM 23.11% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $6.53B AUM 20.48% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Worth Financial Advisory Group's IDEC Position: Q1 2026 in Review

Worth Financial Advisory Group sold out of Innovator International Developed Power Buffer ETF December (IDEC) in Q1 2026, closing a stake of 18,590 shares — an estimated $600K sold.

Worth Financial Advisory Group first reported a position in IDEC in Q4 2025 and held it in 1 quarter. The position peaked at $600K in Q4 2025. 51 funds tracked by Wall St. Rank hold IDEC as of Q1 2026.

  • Worth Financial Advisory Group reported no remaining Innovator International Developed Power Buffer ETF December position as of Q1 2026 after selling out during the quarter.
  • Worth Financial Advisory Group sold 18,590 Innovator International Developed Power Buffer ETF December shares in Q1 2026, an estimated $600K.
  • Worth Financial Advisory Group first reported a position in Innovator International Developed Power Buffer ETF December in Q4 2025 and held it in 1 quarter.
  • Worth Financial Advisory Group's Innovator International Developed Power Buffer ETF December position peaked at $600K in Q4 2025.
  • 51 funds tracked by Wall St. Rank held Innovator International Developed Power Buffer ETF December as of Q1 2026.

Based on Worth Financial Advisory Group's 13F filing for Q1 2026, filed 4 May 2026.