LPL Financial
ZDEK

LPL Financial’s Innovator Equity Defined Protection ETF - 1 Yr December ZDEK Stock Holding History

LPL Financial’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 		$292K Sell
11,388
-3,033
-21% -$78.2K ﹤0.01% 5204
2025
Q4 		$371K Buy
14,421
+2,711
+23% +$69.1K ﹤0.01% 4980
2025
Q3 		$296K Buy
+11,710
New +$291K ﹤0.01% 5057

Other funds holding ZDEK

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
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 $774M 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 $845M AUM 20.71% 1-Year Est. Return

LPL Financial's ZDEK Position: Q1 2026 in Review

LPL Financial reduced its Innovator Equity Defined Protection ETF - 1 Yr December (ZDEK) stake by 21% in Q1 2026, selling an estimated $78.2K and leaving 11,388 shares worth $292K. The position accounts for ﹤0.01% of the portfolio, ranked #5204.

LPL Financial first reported a position in ZDEK in Q3 2025 and has held it in 3 quarters since. The position peaked at $371K in Q4 2025. 89 funds tracked by Wall St. Rank hold ZDEK as of Q1 2026.

  • LPL Financial held 11,388 shares of Innovator Equity Defined Protection ETF - 1 Yr December worth $292K as of Q1 2026.
  • LPL Financial sold 3,033 Innovator Equity Defined Protection ETF - 1 Yr December shares in Q1 2026, an estimated $78.2K.
  • Innovator Equity Defined Protection ETF - 1 Yr December made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #5204 holding.
  • LPL Financial first reported a position in Innovator Equity Defined Protection ETF - 1 Yr December in Q3 2025 and has held it in 3 quarters since.
  • LPL Financial's Innovator Equity Defined Protection ETF - 1 Yr December position peaked at $371K in Q4 2025.
  • 89 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr December as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.