IA
ZDEK

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

IFG 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
2025
Q3 		– Sell
-16,700
Closed -$410K – 164
2025
Q2 		$410K Hold
16,700
– – 0.07% 102
2025
Q1 		$395K Hold
16,700
– – 0.08% 100
2024
Q4 		$399K Buy
+16,700
New +$400K 0.08% 100

Other funds holding ZDEK

CSP
Cary Street Partners Richmond, Virginia $4.04B AUM 18.4% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $773M AUM 12.78% 1-Year Est. Return
PWP
Prasad Wealth Partners Independence, Ohio $367M AUM 17.15% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
OL
Owen LaRue Elizabethtown, Kentucky $261M AUM 32.4% 1-Year Est. Return