MFGM
ZDEK

Marshall Financial Group (Maryland)’s Innovator Equity Defined Protection ETF - 1 Yr December ZDEK Stock Holding History

Marshall Financial Group (Maryland)’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 		$787K Sell
29,802
-3,800
-11% -$99.6K 0.11% 171
2026
Q1 		$861K Hold
33,602
– – 0.14% 135
2025
Q4 		$865K Buy
33,602
+4,082
+14% +$104K 0.17% 136
2025
Q3 		$746K Hold
29,520
– – 0.15% 161
2025
Q2 		$725K Hold
29,520
– – 0.14% 162
2025
Q1 		$699K Buy
+29,520
New +$708K 0.15% 150

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
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
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
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

Marshall Financial Group (Maryland)'s ZDEK Position: Q2 2026 in Review

Marshall Financial Group (Maryland) reduced its Innovator Equity Defined Protection ETF - 1 Yr December (ZDEK) stake by 11% in Q2 2026, selling an estimated $99.6K and leaving 29,802 shares worth $787K. The position accounts for 0.11% of the portfolio, ranked #171.

Marshall Financial Group (Maryland) first reported a position in ZDEK in Q1 2025 and has held it in 6 quarters since. The position peaked at $865K in Q4 2025. 24 funds tracked by Wall St. Rank hold ZDEK as of Q2 2026.

  • Marshall Financial Group (Maryland) held 29,802 shares of Innovator Equity Defined Protection ETF - 1 Yr December worth $787K as of Q2 2026.
  • Marshall Financial Group (Maryland) sold 3,800 Innovator Equity Defined Protection ETF - 1 Yr December shares in Q2 2026, an estimated $99.6K.
  • Innovator Equity Defined Protection ETF - 1 Yr December made up 0.11% of Marshall Financial Group (Maryland)'s portfolio in Q2 2026, its #171 holding.
  • Marshall Financial Group (Maryland) first reported a position in Innovator Equity Defined Protection ETF - 1 Yr December in Q1 2025 and has held it in 6 quarters since.
  • Marshall Financial Group (Maryland)'s Innovator Equity Defined Protection ETF - 1 Yr December position peaked at $865K in Q4 2025.
  • 24 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr December as of Q2 2026.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q2 2026, filed 20 Jul 2026.