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Innov Eq Def 1yr Dec Etf shares owned by Peak Wealth Management

Quarter-by-quarter ownership of Innov Eq Def 1yr Dec Etf (ZDEK) shares owned by Peak Wealth Management from 13F filings

Historical chart of Peak Wealth Management investment in Innov Eq Def 1yr Dec Etf

Tip: Access up to 7 years of quarterly data

All positions including Innov Eq Def 1yr Dec Etf held by Peak Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Innov Eq Def 1yr Dec Etf by Peak Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $214k 8.3k 25.74

More positions owned by Peak Wealth Management

Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Core Msci Emkt (IEMG)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Msci Usa Mmentm (MTUM)
Blackrock Etf Trust Ishares A I Inno (BAI)
Regeneron Pharmaceuticals (REGN)
Ishares Tr Us Treas Bd Etf (GOVT)
John Hancock Exchange Traded Mortgage Backed (JHMB)
Spdr Gold Tr Gold Shs (GLD)
Ishares Tr Core Intl Aggr (IAGG)

View all positions for Peak Wealth Management

Top funds holding Innov Eq Def 1yr Dec Etf

Cary Street Partners Financial
Commonwealth Equity Services
Harbour Investments
Raymond James Financial
Jane Street
Kestra Advisory Services
Advisor Group Holdings
Kfg Wealth Management
Cetera Investment Advisers
Lineweaver Wealth Advisors
Brown Wealth Management
Prasad Wealth Partners
Owen LaRue
Independent Wealth Network
Brookstone Capital Management

View all funds holding Innov Eq Def 1yr Dec Etf