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

Plan Group 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	$250K	Hold	9,738	–	–	0.06%	191
2025 Q4	$251K	Buy	+9,738	New	+$248K	0.07%	167

Other funds holding ZDEK

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 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 Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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 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

Plan Group Financial's ZDEK Position: Q1 2026 in Review

Plan Group Financial held its Innovator Equity Defined Protection ETF - 1 Yr December (ZDEK) position steady in Q1 2026 at 9,738 shares worth $250K. The position accounts for 0.06% of the portfolio, ranked #191.

Plan Group Financial first reported a position in ZDEK in Q4 2025 and has held it in 2 quarters since. The position peaked at $251K in Q4 2025. 89 funds tracked by Wall St. Rank hold ZDEK as of Q1 2026.

Plan Group Financial held 9,738 shares of Innovator Equity Defined Protection ETF - 1 Yr December worth $250K as of Q1 2026.
Plan Group Financial left its Innovator Equity Defined Protection ETF - 1 Yr December share count unchanged in Q1 2026.
Innovator Equity Defined Protection ETF - 1 Yr December made up 0.06% of Plan Group Financial's portfolio in Q1 2026, its #191 holding.
Plan Group Financial first reported a position in Innovator Equity Defined Protection ETF - 1 Yr December in Q4 2025 and has held it in 2 quarters since.
Plan Group Financial's Innovator Equity Defined Protection ETF - 1 Yr December position peaked at $251K 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 Plan Group Financial's 13F filing for Q1 2026, filed 13 Apr 2026.