Archer Investment Corp ZDEK — INNOVATOR ETFS TRUST EQUITY DEFINED P

Ownership history in Archer Investment Corp  ·  6 quarters on record

AI Ownership Summary

Archer Investment Corp reported INNOVATOR ETFS TRUST EQUITY DEFINED P (ZDEK) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.35% in 2025 Q1. The latest visible filing shows ZDEK at 0.22% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this ZDEK ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Archer Investment Corp's position in INNOVATOR ETFS TRUST EQUITY DEFINED P, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

ZDEK was reported at 0.22% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.35% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

ZDEK stock page Archer Investment Corp fund profile Archer Investment Corp full holdings
How Archer Investment Corp held ZDEK — position size vs. price
% of Fund (quarterly)    ZDEK price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 40,442 -6,156 -13.2% 0.22% $1.0M 2026-05-04 $26.17
2025 Q4 REDUCED 10.5% -0.5% ✅ 46,598 -5,448 -10.5% 0.27% $1.2M 2026-01-30 $25.83
2025 Q3 REDUCED — — — 52,046 -2,367 -4.4% 0.30% $1.3M 2025-11-03 $25.45
2025 Q2 REDUCED — — — 54,413 -1,954 -3.5% 0.32% $1.3M 2025-08-12 $24.92
2025 Q1 ADDED — — — 56,367 +12,306 +27.9% 0.35% $1.3M 2025-05-05 $23.84
2024 Q4 INITIATED — — — 44,061 — — 0.28% $1.1M 2025-01-28 $24.15

🏢 Other funds also holding ZDEK

As of 2026 Q1 — sorted by position size

Owen LaRue, LLC 3Y 0.61% BROWN WEALTH MANAGEMENT, LLC 0.48% Alpine Bank Wealth Management 0.43% Prasad Wealth Partners, LLC 0.32% KFG WEALTH MANAGEMENT, LLC 3Y 0.32% FSA Advisors, Inc. 0.29% Lineweaver Wealth Advisors, LLC 3Y 0.27% Diligent Investors, LLC 3Y 7Y 0.25% FC Advisory LLC 3Y 7Y 0.22% Integrity Wealth Solutions LLC 0.21%

FAQ About Archer Investment Corp and ZDEK

These are the practical questions this page is built to answer before you even open the full history table.

How long has Archer Investment Corp reported owning ZDEK?

Archer Investment Corp reported ZDEK across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported ZDEK position in Archer Investment Corp's portfolio?

The largest reported portfolio weight for ZDEK was 0.35% in 2025 Q1.

What is the latest reported ZDEK position on this page?

The most recent filing on this page is 2026 Q1, when Archer Investment Corp reported 40,442 shares, equal to 0.22% of portfolio, with an estimated market value of $1.0M.

What does the chart on this ZDEK ownership page compare?

The chart compares Archer Investment Corp's quarterly ZDEK portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Archer Investment Corp time their ZDEK position?

Based on 13F filing dates vs. subsequent ZDEK price moves, Archer Investment Corp correctly timed 1 out of 5 reported position changes (20%). The annualised alpha on ZDEK relative to SPY over the holding period was -8.1%.

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