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

Evolution 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 Q1	$156K	Hold	6,086	–	–	0.11%	132
2025 Q4	$157K	Hold	6,086	–	–	0.13%	123
2025 Q3	$154K	Sell	6,086 -1,006	-14%	-$25K	0.16%	111
2025 Q2	$174K	Buy	+7,092	New	+$170K	0.21%	82

Other funds holding ZDEK

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

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 Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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 $774M AUM 12.78% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

LWA

Lineweaver Wealth Advisors Valley View, Ohio $845M AUM 20.71% 1-Year Est. Return

Evolution Wealth Management's ZDEK Position: Q1 2026 in Review

Evolution Wealth Management held its Innovator Equity Defined Protection ETF - 1 Yr December (ZDEK) position steady in Q1 2026 at 6,086 shares worth $156K. The position accounts for 0.11% of the portfolio, ranked #132.

Evolution Wealth Management first reported a position in ZDEK in Q2 2025 and has held it in 4 quarters since. The position peaked at $174K in Q2 2025. 89 funds tracked by Wall St. Rank hold ZDEK as of Q1 2026.

Evolution Wealth Management held 6,086 shares of Innovator Equity Defined Protection ETF - 1 Yr December worth $156K as of Q1 2026.
Evolution Wealth Management left its Innovator Equity Defined Protection ETF - 1 Yr December share count unchanged in Q1 2026.
Innovator Equity Defined Protection ETF - 1 Yr December made up 0.11% of Evolution Wealth Management's portfolio in Q1 2026, its #132 holding.
Evolution Wealth Management first reported a position in Innovator Equity Defined Protection ETF - 1 Yr December in Q2 2025 and has held it in 4 quarters since.
Evolution Wealth Management's Innovator Equity Defined Protection ETF - 1 Yr December position peaked at $174K in Q2 2025.
89 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr December as of Q1 2026.

Based on Evolution Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.