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

Axxcess 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	$206K	Buy	+7,803	New	+$204K	﹤0.01%	998
2026 Q1	–	Sell	-7,803	Closed	-$201K	–	1048
2025 Q4	$201K	Buy	+7,803	New	+$199K	﹤0.01%	992

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

ABWM

Alpine Bank Wealth Management Grand Junction, Colorado $779M AUM 19.75% 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

Axxcess Wealth Management's ZDEK Position: Q2 2026 in Review

Axxcess Wealth Management opened a new position in Innovator Equity Defined Protection ETF - 1 Yr December (ZDEK) in Q2 2026: 7,803 shares worth $206K. The stake represents ﹤0.01% of the portfolio and ranks #998 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in ZDEK as recently as Q4 2025.

Axxcess Wealth Management first reported a position in ZDEK in Q4 2025 and has held it in 2 quarters since. 85 funds tracked by Wall St. Rank hold ZDEK as of Q2 2026.

Axxcess Wealth Management held 7,803 shares of Innovator Equity Defined Protection ETF - 1 Yr December worth $206K as of Q2 2026.
Innovator Equity Defined Protection ETF - 1 Yr December was a new Axxcess Wealth Management position in Q2 2026.
Innovator Equity Defined Protection ETF - 1 Yr December made up ﹤0.01% of Axxcess Wealth Management's portfolio in Q2 2026, its #998 holding.
Axxcess Wealth Management first reported a position in Innovator Equity Defined Protection ETF - 1 Yr December in Q4 2025 and has held it in 2 quarters since.
85 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr December as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.