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

Independent Wealth Network’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	–	Sell	-22,391	Closed	-$574K	–	361
2026 Q1	$574K	Sell	22,391 -41,354	-65%	-$1.07M	0.17%	149
2025 Q4	$1.64M	Sell	63,745 -242	-0.4%	-$6.17K	0.5%	46
2025 Q3	$1.62M	Sell	63,987 -870	-1%	-$21.7K	0.52%	46
2025 Q2	$1.59M	Buy	64,857 +16,699	+35%	+$400K	0.58%	42
2025 Q1	$1.14M	Buy	+48,158	New	+$1.15M	0.45%	55

Other funds holding ZDEK

KWM

KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return

LWA

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

BWM

Brown Wealth Management Naperville, Illinois $447M AUM 16.94% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Owen LaRue Elizabethtown, Kentucky $288M AUM 29.4% 1-Year Est. Return

Diligent Investors Redlands, California $449M AUM 26.15% 1-Year Est. Return

FC Advisory West Chester, Pennsylvania $378M AUM 15.62% 1-Year Est. Return

MFGM

Marshall Financial Group (Maryland) Hunt Valley, Maryland $686M AUM 24.18% 1-Year Est. Return

CVA

Central Valley Advisors Sacramento, California $390M AUM 20.62% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Independent Wealth Network's ZDEK Position: Q2 2026 in Review

Independent Wealth Network sold out of Innovator Equity Defined Protection ETF - 1 Yr December (ZDEK) in Q2 2026, closing a stake of 22,391 shares — an estimated $574K sold.

Independent Wealth Network first reported a position in ZDEK in Q1 2025 and held it in 5 quarters. The position peaked at $1.64M in Q4 2025. 23 funds tracked by Wall St. Rank hold ZDEK as of Q2 2026.

Independent Wealth Network reported no remaining Innovator Equity Defined Protection ETF - 1 Yr December position as of Q2 2026 after selling out during the quarter.
Independent Wealth Network sold 22,391 Innovator Equity Defined Protection ETF - 1 Yr December shares in Q2 2026, an estimated $574K.
Independent Wealth Network first reported a position in Innovator Equity Defined Protection ETF - 1 Yr December in Q1 2025 and held it in 5 quarters.
Independent Wealth Network's Innovator Equity Defined Protection ETF - 1 Yr December position peaked at $1.64M in Q4 2025.
23 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr December as of Q2 2026.

Based on Independent Wealth Network's 13F filing for Q2 2026, filed 20 Jul 2026.