KWM
ZDEK

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

Kingsview 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
Q1 		$536K Sell
20,908
-4,669
-18% -$120K 0.01% 882
2025
Q4 		$658K Sell
25,577
-6,490
-20% -$166K 0.01% 760
2025
Q3 		$810K Sell
32,067
-37,372
-54% -$930K 0.01% 662
2025
Q2 		$1.7M Buy
69,439
+10,968
+19% +$263K 0.03% 463
2025
Q1 		$1.38M Buy
58,471
+29,840
+104% +$716K 0.03% 466
2024
Q4 		$684K Buy
+28,631
New +$687K 0.01% 654

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CSP
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Raymond James Financial
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KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
ABWM
Alpine Bank Wealth Management Grand Junction, Colorado $688M AUM 15.3% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $773M AUM 12.78% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
LWA
Lineweaver Wealth Advisors Valley View, Ohio $841M AUM 20.71% 1-Year Est. Return