LC
ZDEK

Legacy CG’s Innovator Equity Defined Protection ETF - 1 Yr December ZDEK Stock Holding History

Legacy CG’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
2025
Q3 		– Sell
-275,971
Closed -$6.77M – 54
2025
Q2 		$6.77M Buy
+275,971
New +$6.62M 2.02% 21

Other funds holding ZDEK

CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $774M AUM 12.78% 1-Year Est. Return
PWP
Prasad Wealth Partners Independence, Ohio $367M AUM 17.15% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
OL
Owen LaRue Elizabethtown, Kentucky $261M AUM 32.4% 1-Year Est. Return

Legacy CG's ZDEK Position: Q3 2025 in Review

Legacy CG sold out of Innovator Equity Defined Protection ETF - 1 Yr December (ZDEK) in Q3 2025, closing a stake of 275,971 shares — an estimated $6.77M sold.

Legacy CG first reported a position in ZDEK in Q2 2025 and held it in 1 quarter. The position peaked at $6.77M in Q2 2025. 67 funds tracked by Wall St. Rank hold ZDEK as of Q3 2025.

  • Legacy CG reported no remaining Innovator Equity Defined Protection ETF - 1 Yr December position as of Q3 2025 after selling out during the quarter.
  • Legacy CG sold 275,971 Innovator Equity Defined Protection ETF - 1 Yr December shares in Q3 2025, an estimated $6.77M.
  • Legacy CG first reported a position in Innovator Equity Defined Protection ETF - 1 Yr December in Q2 2025 and held it in 1 quarter.
  • Legacy CG's Innovator Equity Defined Protection ETF - 1 Yr December position peaked at $6.77M in Q2 2025.
  • 67 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr December as of Q3 2025.

Based on Legacy CG's 13F filing for Q3 2025, filed 23 Oct 2025.