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

Tradition Wealth Management's ZDEK Position: Q1 2026 in Review

Tradition Wealth Management increased its Innovator Equity Defined Protection ETF - 1 Yr December (ZDEK) stake by 0.05% in Q1 2026, buying an estimated $206 and bringing the position to 16,381 shares worth $420K. The position accounts for 0.03% of the portfolio, ranked #315.

Tradition Wealth Management first reported a position in ZDEK in Q4 2024 and has held it in 6 quarters since. The position peaked at $421K in Q4 2025. 89 funds tracked by Wall St. Rank hold ZDEK as of Q1 2026.

  • Tradition Wealth Management held 16,381 shares of Innovator Equity Defined Protection ETF - 1 Yr December worth $420K as of Q1 2026.
  • Tradition Wealth Management bought 8 Innovator Equity Defined Protection ETF - 1 Yr December shares in Q1 2026, an estimated $206.
  • Innovator Equity Defined Protection ETF - 1 Yr December made up 0.03% of Tradition Wealth Management's portfolio in Q1 2026, its #315 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 6 quarters since.
  • Tradition Wealth Management's Innovator Equity Defined Protection ETF - 1 Yr December position peaked at $421K 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 Tradition Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.