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 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 $71.6B AUM 21.08% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

KWM

KFG Wealth Management Granger, Indiana $774M AUM 12.78% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 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 $389M AUM 14.16% 1-Year Est. Return

Alpine Bank Wealth Management's ZDEK Position: Q1 2026 in Review

Alpine Bank Wealth Management opened a new position in Innovator Equity Defined Protection ETF - 1 Yr December (ZDEK) in Q1 2026: 116,000 shares worth $2.97M. The stake represents 0.43% of the portfolio and ranks #39 among its holdings. This is a return to the name: Alpine Bank Wealth Management previously reported a position in ZDEK as recently as Q3 2025.

Alpine Bank Wealth Management first reported a position in ZDEK in Q2 2025 and has held it in 3 quarters since. 89 funds tracked by Wall St. Rank hold ZDEK as of Q1 2026.

Alpine Bank Wealth Management held 116,000 shares of Innovator Equity Defined Protection ETF - 1 Yr December worth $2.97M as of Q1 2026.
Innovator Equity Defined Protection ETF - 1 Yr December was a new Alpine Bank Wealth Management position in Q1 2026.
Innovator Equity Defined Protection ETF - 1 Yr December made up 0.43% of Alpine Bank Wealth Management's portfolio in Q1 2026, its #39 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 3 quarters since.
89 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr December as of Q1 2026.

Based on Alpine Bank Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.