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Independent Financial Group’s Innovator Equity Defined Protection ETF - 1 Yr December ZDEK Stock Holding History

Independent Financial Group’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
Q3 		$548K Hold
20,400
– – 0.01% 966
2026
Q2 		$539K Sell
20,400
-3,500
-15% -$91.7K 0.01% 968
2026
Q1 		$612K Hold
23,900
– – 0.01% 822
2025
Q4 		$615K Buy
23,900
+2,500
+12% +$63.8K 0.01% 798
2025
Q3 		$541K Sell
21,400
-3,000
-12% -$74.7K 0.01% 820
2025
Q2 		$599K Hold
24,400
– – 0.02% 703
2025
Q1 		$578K Hold
24,400
– – 0.02% 662
2024
Q4 		$583K Buy
+24,400
New +$585K 0.02% 646

Other funds holding ZDEK

LWA
Lineweaver Wealth Advisors Valley View, Ohio $863M AUM 14.27% 1-Year Est. Return
FA
FC Advisory West Chester, Pennsylvania $382M AUM 8.35% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
IA
IFS Advisors Overland Park, Kansas $332M AUM 8.56% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return

Independent Financial Group's ZDEK Position: Q3 2026 in Review

Independent Financial Group held its Innovator Equity Defined Protection ETF - 1 Yr December (ZDEK) position steady in Q3 2026 at 20,400 shares worth $548K. The position accounts for 0.01% of the portfolio, ranked #966.

Independent Financial Group first reported a position in ZDEK in Q4 2024 and has held it in 8 quarters since. The position peaked at $615K in Q4 2025. 9 funds tracked by Wall St. Rank hold ZDEK as of Q3 2026.

  • Independent Financial Group held 20,400 shares of Innovator Equity Defined Protection ETF - 1 Yr December worth $548K as of Q3 2026.
  • Independent Financial Group left its Innovator Equity Defined Protection ETF - 1 Yr December share count unchanged in Q3 2026.
  • Innovator Equity Defined Protection ETF - 1 Yr December made up 0.01% of Independent Financial Group's portfolio in Q3 2026, its #966 holding.
  • Independent Financial Group first reported a position in Innovator Equity Defined Protection ETF - 1 Yr December in Q4 2024 and has held it in 8 quarters since.
  • Independent Financial Group's Innovator Equity Defined Protection ETF - 1 Yr December position peaked at $615K in Q4 2025.
  • 9 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr December as of Q3 2026.

Based on Independent Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.