TWM
ZDEK

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

Tradition Wealth Management’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 		$410K Sell
15,516
-865
-5% -$22.7K 0.03% 349
2026
Q1 		$420K Buy
16,381
+8
+0% +$206 0.03% 315
2025
Q4 		$421K Buy
16,373
+2,092
+15% +$53.4K 0.03% 312
2025
Q3 		$361K Sell
14,281
-20
-0.1% -$498 0.03% 336
2025
Q2 		$351K Buy
14,301
+210
+1% +$5.04K 0.03% 321
2025
Q1 		$334K Sell
14,091
-2,899
-17% -$69.5K 0.03% 318
2024
Q4 		$406K Buy
+16,990
New +$407K 0.04% 278

Other funds holding ZDEK

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
ABWM
Alpine Bank Wealth Management Grand Junction, Colorado $779M AUM 19.75% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
LWA
Lineweaver Wealth Advisors Valley View, Ohio $845M AUM 20.71% 1-Year Est. Return

Tradition Wealth Management's ZDEK Position: Q2 2026 in Review

Tradition Wealth Management reduced its Innovator Equity Defined Protection ETF - 1 Yr December (ZDEK) stake by 5.3% in Q2 2026, selling an estimated $22.7K and leaving 15,516 shares worth $410K. The position accounts for 0.03% of the portfolio, ranked #349.

Tradition Wealth Management first reported a position in ZDEK in Q4 2024 and has held it in 7 quarters since. The position peaked at $421K in Q4 2025. 85 funds tracked by Wall St. Rank hold ZDEK as of Q2 2026.

  • Tradition Wealth Management held 15,516 shares of Innovator Equity Defined Protection ETF - 1 Yr December worth $410K as of Q2 2026.
  • Tradition Wealth Management sold 865 Innovator Equity Defined Protection ETF - 1 Yr December shares in Q2 2026, an estimated $22.7K.
  • Innovator Equity Defined Protection ETF - 1 Yr December made up 0.03% of Tradition Wealth Management's portfolio in Q2 2026, its #349 holding.
  • Tradition Wealth Management first reported a position in Innovator Equity Defined Protection ETF - 1 Yr December in Q4 2024 and has held it in 7 quarters since.
  • Tradition Wealth Management's Innovator Equity Defined Protection ETF - 1 Yr December position peaked at $421K in Q4 2025.
  • 85 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr December as of Q2 2026.

Based on Tradition Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.