Alpine Bank Wealth Management’s Innovator Equity Defined Protection ETF - 1 Yr December ZDEK Stock Holding History

Alpine Bank Wealth Management’s Portfolio ZDEK Stock Details ZDEK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.06M	Hold	116,000	–	–	0.39%	44
2026 Q1	$2.97M	Buy	+116,000	New	+$2.99M	0.43%	39
2025 Q4	–	Sell	-18,750	Closed	-$474K	–	421
2025 Q3	$474K	Hold	18,750	–	–	0.07%	110
2025 Q2	$460K	Buy	+18,750	New	+$450K	0.07%	105

Other funds holding ZDEK

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

KWM

KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

LWA

Lineweaver Wealth Advisors Valley View, Ohio $845M AUM 20.71% 1-Year Est. Return

BWM

Brown Wealth Management Naperville, Illinois $447M AUM 16.94% 1-Year Est. Return

Alpine Bank Wealth Management's ZDEK Position: Q2 2026 in Review

Alpine Bank Wealth Management held its Innovator Equity Defined Protection ETF - 1 Yr December (ZDEK) position steady in Q2 2026 at 116,000 shares worth $3.06M. The position accounts for 0.39% of the portfolio, ranked #44.

Alpine Bank Wealth Management first reported a position in ZDEK in Q2 2025 and has held it in 4 quarters since. 85 funds tracked by Wall St. Rank hold ZDEK as of Q2 2026.

Alpine Bank Wealth Management held 116,000 shares of Innovator Equity Defined Protection ETF - 1 Yr December worth $3.06M as of Q2 2026.
Alpine Bank Wealth Management left its Innovator Equity Defined Protection ETF - 1 Yr December share count unchanged in Q2 2026.
Innovator Equity Defined Protection ETF - 1 Yr December made up 0.39% of Alpine Bank Wealth Management's portfolio in Q2 2026, its #44 holding.
Alpine Bank Wealth Management first reported a position in Innovator Equity Defined Protection ETF - 1 Yr December in Q2 2025 and has held it in 4 quarters since.
85 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr December as of Q2 2026.

Based on Alpine Bank Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.