AIA
ZDEK

AssuredPartners Investment Advisors’s Innovator Equity Defined Protection ETF - 1 Yr December ZDEK Stock Holding History

AssuredPartners Investment Advisors’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 		$1.14M Hold
44,279
– – 0.12% 177
2025
Q4 		$1.14M Buy
44,279
+25,053
+130% +$639K 0.17% 136
2025
Q3 		$486K Sell
19,226
-4,079
-18% -$102K 0.11% 136
2025
Q2 		$572K Sell
23,305
-5,006
-18% -$120K 0.14% 113
2025
Q1 		$670K Buy
28,311
+12,537
+79% +$301K 0.13% 167
2024
Q4 		$377K Buy
+15,774
New +$378K 0.07% 246

Other funds holding ZDEK

Commonwealth Equity Services
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
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
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
ABWM
Alpine Bank Wealth Management Grand Junction, Colorado $688M AUM 15.3% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return
Cetera Investment Advisers
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

AssuredPartners Investment Advisors's ZDEK Position: Q1 2026 in Review

AssuredPartners Investment Advisors held its Innovator Equity Defined Protection ETF - 1 Yr December (ZDEK) position steady in Q1 2026 at 44,279 shares worth $1.14M. The position accounts for 0.12% of the portfolio, ranked #177.

AssuredPartners Investment Advisors first reported a position in ZDEK in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.14M in Q4 2025. 89 funds tracked by Wall St. Rank hold ZDEK as of Q1 2026.

  • AssuredPartners Investment Advisors held 44,279 shares of Innovator Equity Defined Protection ETF - 1 Yr December worth $1.14M as of Q1 2026.
  • AssuredPartners Investment Advisors left its Innovator Equity Defined Protection ETF - 1 Yr December share count unchanged in Q1 2026.
  • Innovator Equity Defined Protection ETF - 1 Yr December made up 0.12% of AssuredPartners Investment Advisors's portfolio in Q1 2026, its #177 holding.
  • AssuredPartners Investment Advisors first reported a position in Innovator Equity Defined Protection ETF - 1 Yr December in Q4 2024 and has held it in 6 quarters since.
  • AssuredPartners Investment Advisors's Innovator Equity Defined Protection ETF - 1 Yr December position peaked at $1.14M in Q4 2025.
  • 89 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr December as of Q1 2026.

Based on AssuredPartners Investment Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.