Sagespring Wealth Partners’s Innovator Equity Defined Protection ETF - 1 Yr December ZDEK Stock Holding History

Sagespring Wealth Partners’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	$258K	Hold	10,084	–	–	﹤0.01%	705
2025 Q4	$260K	Hold	10,084	–	–	﹤0.01%	673
2025 Q3	$255K	Hold	10,084	–	–	0.01%	660
2025 Q2	$247K	Hold	10,084	–	–	0.01%	639
2025 Q1	$239K	Buy	+10,084	New	+$242K	0.01%	590

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 $886M AUM 15.98% 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

Sagespring Wealth Partners's ZDEK Position: Q1 2026 in Review

Sagespring Wealth Partners held its Innovator Equity Defined Protection ETF - 1 Yr December (ZDEK) position steady in Q1 2026 at 10,084 shares worth $258K. The position accounts for ﹤0.01% of the portfolio, ranked #705.

Sagespring Wealth Partners first reported a position in ZDEK in Q1 2025 and has held it in 5 quarters since. The position peaked at $260K in Q4 2025. 89 funds tracked by Wall St. Rank hold ZDEK as of Q1 2026.

Sagespring Wealth Partners held 10,084 shares of Innovator Equity Defined Protection ETF - 1 Yr December worth $258K as of Q1 2026.
Sagespring Wealth Partners 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 ﹤0.01% of Sagespring Wealth Partners's portfolio in Q1 2026, its #705 holding.
Sagespring Wealth Partners first reported a position in Innovator Equity Defined Protection ETF - 1 Yr December in Q1 2025 and has held it in 5 quarters since.
Sagespring Wealth Partners's Innovator Equity Defined Protection ETF - 1 Yr December position peaked at $260K 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 Sagespring Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.