KWM
ZDEK

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

KFG 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
Q2 		$2.53M Sell
95,635
-952
-1% -$24.9K 0.29% 51
2026
Q1 		$2.48M Hold
96,587
– – 0.32% 49
2025
Q4 		$2.49M Buy
96,587
+16,288
+20% +$415K 0.33% 47
2025
Q3 		$2.03M Hold
80,299
– – 0.29% 51
2025
Q2 		$1.97M Buy
80,299
+1,153
+1% +$27.6K 0.32% 50
2025
Q1 		$1.87M Buy
79,146
+1,731
+2% +$41.5K 0.34% 49
2024
Q4 		$1.85M Buy
+77,415
New +$1.86M 0.35% 47

Other funds holding ZDEK

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
OL
Owen LaRue Elizabethtown, Kentucky $288M AUM 29.4% 1-Year Est. Return
DI
Diligent Investors Redlands, California $449M AUM 26.15% 1-Year Est. Return
FA
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
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

KFG Wealth Management's ZDEK Position: Q2 2026 in Review

KFG Wealth Management reduced its Innovator Equity Defined Protection ETF - 1 Yr December (ZDEK) stake by 0.99% in Q2 2026, selling an estimated $24.9K and leaving 95,635 shares worth $2.53M. The position accounts for 0.29% of the portfolio, ranked #51.

KFG Wealth Management first reported a position in ZDEK in Q4 2024 and has held it in 7 quarters since. 23 funds tracked by Wall St. Rank hold ZDEK as of Q2 2026.

  • KFG Wealth Management held 95,635 shares of Innovator Equity Defined Protection ETF - 1 Yr December worth $2.53M as of Q2 2026.
  • KFG Wealth Management sold 952 Innovator Equity Defined Protection ETF - 1 Yr December shares in Q2 2026, an estimated $24.9K.
  • Innovator Equity Defined Protection ETF - 1 Yr December made up 0.29% of KFG Wealth Management's portfolio in Q2 2026, its #51 holding.
  • KFG Wealth Management first reported a position in Innovator Equity Defined Protection ETF - 1 Yr December in Q4 2024 and has held it in 7 quarters since.
  • 23 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr December as of Q2 2026.

Based on KFG Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.