Commonwealth Equity Services
ZDEK

Commonwealth Equity Services’s Innovator Equity Defined Protection ETF - 1 Yr December ZDEK Stock Holding History

Commonwealth Equity Services’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 		$5.36M Buy
209,233
+7,051
+3% +$182K 0.01% 1278
2025
Q4 		$5.2M Buy
202,182
+37,187
+23% +$948K 0.01% 1292
2025
Q3 		$4.17M Sell
164,995
-24,688
-13% -$615K 0.01% 1484
2025
Q2 		$4.66M Buy
189,683
+6,183
+3% +$148K 0.01% 1373
2025
Q1 		$4.34M Buy
183,500
+21,511
+13% +$516K 0.01% 1367
2024
Q4 		$3.87M Buy
+161,989
New +$3.88M 0.01% 1406

Other funds holding ZDEK

CSP
Cary Street Partners Richmond, Virginia $4.04B AUM 18.4% 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 $773M AUM 12.78% 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 $841M AUM 20.71% 1-Year Est. Return
BWM
Brown Wealth Management Naperville, Illinois $389M AUM 14.16% 1-Year Est. Return