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

SageView Advisory Group’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	–	Sell	-5,600	Closed	-$144K	–	2566
2025 Q4	$144K	Buy	+5,600	New	+$143K	﹤0.01%	700

Other funds holding ZDEK

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

ABWM

Alpine Bank Wealth Management Grand Junction, Colorado $773M AUM 12.02% 1-Year Est. Return

KWM

KFG Wealth Management Granger, Indiana $922M AUM 10.87% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

LWA

Lineweaver Wealth Advisors Valley View, Ohio $863M AUM 14.27% 1-Year Est. Return

SageView Advisory Group's ZDEK Position: Q1 2026 in Review

SageView Advisory Group sold out of Innovator Equity Defined Protection ETF - 1 Yr December (ZDEK) in Q1 2026, closing a stake of 5,600 shares — an estimated $144K sold.

SageView Advisory Group first reported a position in ZDEK in Q4 2025 and held it in 1 quarter. The position peaked at $144K in Q4 2025. 89 funds tracked by Wall St. Rank hold ZDEK as of Q1 2026.

SageView Advisory Group reported no remaining Innovator Equity Defined Protection ETF - 1 Yr December position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 5,600 Innovator Equity Defined Protection ETF - 1 Yr December shares in Q1 2026, an estimated $144K.
SageView Advisory Group first reported a position in Innovator Equity Defined Protection ETF - 1 Yr December in Q4 2025 and held it in 1 quarter.
SageView Advisory Group's Innovator Equity Defined Protection ETF - 1 Yr December position peaked at $144K 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 SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.