OPS
ZDEK

Orion Portfolio Solutions’s Innovator Equity Defined Protection ETF - 1 Yr December ZDEK Stock Holding History

Orion Portfolio Solutions’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
Q1 		$830K Buy
+35,063
New +$841K 0.01% 1179

Other funds holding ZDEK

VWM
VanWeelden Wealth Management West Chester Township, Ohio $125M AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
HBS
Howard Bailey Securities Fort Wayne, Indiana $243M AUM 13.36% 1-Year Est. Return
FFS
Founders Financial Securities Towson, Maryland $1.77B AUM 17.63% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Orion Portfolio Solutions's ZDEK Position: Q1 2025 in Review

Orion Portfolio Solutions opened a new position in Innovator Equity Defined Protection ETF - 1 Yr December (ZDEK) in Q1 2025: 35,063 shares worth $830K. The stake represents 0.01% of the portfolio and ranks #1179 among its holdings.

64 funds tracked by Wall St. Rank hold ZDEK as of Q1 2025.

  • Orion Portfolio Solutions held 35,063 shares of Innovator Equity Defined Protection ETF - 1 Yr December worth $830K as of Q1 2025.
  • Innovator Equity Defined Protection ETF - 1 Yr December was a new Orion Portfolio Solutions position in Q1 2025.
  • Innovator Equity Defined Protection ETF - 1 Yr December made up 0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1179 holding.
  • 64 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr December as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.