CP
ZDEK

Castleview Partners’s Innovator Equity Defined Protection ETF - 1 Yr December ZDEK Stock Holding History

Castleview Partners’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
2025
Q1 		– Sell
-4,177
Closed -$99.8K – 601
2024
Q4 		$99.8K Buy
+4,177
New +$100K 0.05% 251

Other funds holding ZDEK

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AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
HBS
Howard Bailey Securities Fort Wayne, Indiana $243M AUM 13.36% 1-Year Est. Return
FFS
Founders Financial Securities Towson, Maryland $1.77B AUM 17.63% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Castleview Partners's ZDEK Position: Q1 2025 in Review

Castleview Partners sold out of Innovator Equity Defined Protection ETF - 1 Yr December (ZDEK) in Q1 2025, closing a stake of 4,177 shares — an estimated $99.8K sold.

Castleview Partners first reported a position in ZDEK in Q4 2024 and held it in 1 quarter. The position peaked at $99.8K in Q4 2024. 64 funds tracked by Wall St. Rank hold ZDEK as of Q1 2025.

  • Castleview Partners reported no remaining Innovator Equity Defined Protection ETF - 1 Yr December position as of Q1 2025 after selling out during the quarter.
  • Castleview Partners sold 4,177 Innovator Equity Defined Protection ETF - 1 Yr December shares in Q1 2025, an estimated $99.8K.
  • Castleview Partners first reported a position in Innovator Equity Defined Protection ETF - 1 Yr December in Q4 2024 and held it in 1 quarter.
  • Castleview Partners's Innovator Equity Defined Protection ETF - 1 Yr December position peaked at $99.8K in Q4 2024.
  • 64 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr December as of Q1 2025.

Based on Castleview Partners's 13F filing for Q1 2025, filed 22 Apr 2025.