IFG
ZDEK

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
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

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
ABWM
Alpine Bank Wealth Management Grand Junction, Colorado $779M AUM 19.75% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
LWA
Lineweaver Wealth Advisors Valley View, Ohio $845M AUM 20.71% 1-Year Est. Return

Independent Financial Group's ZDEK Position: Q2 2026 in Review

Independent Financial Group reduced its Innovator Equity Defined Protection ETF - 1 Yr December (ZDEK) stake by 15% in Q2 2026, selling an estimated $91.7K and leaving 20,400 shares worth $539K. The position accounts for 0.01% of the portfolio, ranked #968.

Independent Financial Group first reported a position in ZDEK in Q4 2024 and has held it in 7 quarters since. The position peaked at $615K in Q4 2025. 85 funds tracked by Wall St. Rank hold ZDEK as of Q2 2026.

  • Independent Financial Group held 20,400 shares of Innovator Equity Defined Protection ETF - 1 Yr December worth $539K as of Q2 2026.
  • Independent Financial Group sold 3,500 Innovator Equity Defined Protection ETF - 1 Yr December shares in Q2 2026, an estimated $91.7K.
  • Innovator Equity Defined Protection ETF - 1 Yr December made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #968 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 7 quarters since.
  • Independent Financial Group's Innovator Equity Defined Protection ETF - 1 Yr December position peaked at $615K in Q4 2025.
  • 85 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr December as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.