CIA
ZDEK

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

Concurrent 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
Q2 		$484K Hold
18,326
– – ﹤0.01% 1422
2026
Q1 		$470K Buy
18,326
+3,300
+22% +$85.1K 0.01% 1244
2025
Q4 		$387K Buy
+15,026
New +$383K ﹤0.01% 1261

Other funds holding ZDEK

KWM
KFG Wealth Management Granger, Indiana $886M AUM 15.98% 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 $447M AUM 16.94% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
OL
Owen LaRue Elizabethtown, Kentucky $288M AUM 29.4% 1-Year Est. Return
DI
Diligent Investors Redlands, California $449M AUM 26.15% 1-Year Est. Return
FA
FC Advisory West Chester, Pennsylvania $378M AUM 15.62% 1-Year Est. Return
MFGM
Marshall Financial Group (Maryland) Hunt Valley, Maryland $686M AUM 24.18% 1-Year Est. Return
CVA
Central Valley Advisors Sacramento, California $390M AUM 20.62% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Concurrent Investment Advisors's ZDEK Position: Q2 2026 in Review

Concurrent Investment Advisors held its Innovator Equity Defined Protection ETF - 1 Yr December (ZDEK) position steady in Q2 2026 at 18,326 shares worth $484K. The position accounts for ﹤0.01% of the portfolio, ranked #1422.

Concurrent Investment Advisors first reported a position in ZDEK in Q4 2025 and has held it in 3 quarters since. 25 funds tracked by Wall St. Rank hold ZDEK as of Q2 2026.

  • Concurrent Investment Advisors held 18,326 shares of Innovator Equity Defined Protection ETF - 1 Yr December worth $484K as of Q2 2026.
  • Concurrent Investment Advisors left its Innovator Equity Defined Protection ETF - 1 Yr December share count unchanged in Q2 2026.
  • Innovator Equity Defined Protection ETF - 1 Yr December made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1422 holding.
  • Concurrent Investment Advisors first reported a position in Innovator Equity Defined Protection ETF - 1 Yr December in Q4 2025 and has held it in 3 quarters since.
  • 25 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr December as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.