DIM
ZDEK

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

Delta Investment 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
2025
Q2 		– Sell
-106,864
Closed -$2.53M – 262
2025
Q1 		$2.53M Buy
+106,864
New +$2.56M 0.51% 41

Other funds holding ZDEK

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
LC
Legacy CG Plano, Texas $391M AUM 22.7% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HBS
Howard Bailey Securities Fort Wayne, Indiana $243M AUM 13.36% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
CAG
Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return

Delta Investment Management's ZDEK Position: Q2 2025 in Review

Delta Investment Management sold out of Innovator Equity Defined Protection ETF - 1 Yr December (ZDEK) in Q2 2025, closing a stake of 106,864 shares — an estimated $2.53M sold.

Delta Investment Management first reported a position in ZDEK in Q1 2025 and held it in 1 quarter. The position peaked at $2.53M in Q1 2025. 66 funds tracked by Wall St. Rank hold ZDEK as of Q2 2025.

  • Delta Investment Management reported no remaining Innovator Equity Defined Protection ETF - 1 Yr December position as of Q2 2025 after selling out during the quarter.
  • Delta Investment Management sold 106,864 Innovator Equity Defined Protection ETF - 1 Yr December shares in Q2 2025, an estimated $2.53M.
  • Delta Investment Management first reported a position in Innovator Equity Defined Protection ETF - 1 Yr December in Q1 2025 and held it in 1 quarter.
  • Delta Investment Management's Innovator Equity Defined Protection ETF - 1 Yr December position peaked at $2.53M in Q1 2025.
  • 66 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr December as of Q2 2025.

Based on Delta Investment Management's 13F filing for Q2 2025, filed 1 Aug 2025.