AIA
ZFEB

AssuredPartners Investment Advisors’s Innovator Equity Defined Protection ETF - 1 Yr February ZFEB Stock Holding History

AssuredPartners Investment Advisors’s Portfolio ZFEB Stock Details ZFEB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$894K Buy
+35,207
New +$897K 0.1% 202
2025
Q3 		– Sell
-13,220
Closed -$322K – 289
2025
Q2 		$322K Buy
+13,220
New +$316K 0.08% 177

Other funds holding ZFEB

TF
Trek Financial Scottsdale, Arizona $1.88B AUM 41.21% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
NC
NovaPoint Capital Atlanta, Georgia $399M AUM 26.97% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
ABWM
Alpine Bank Wealth Management Grand Junction, Colorado $688M AUM 15.3% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

AssuredPartners Investment Advisors's ZFEB Position: Q1 2026 in Review

AssuredPartners Investment Advisors opened a new position in Innovator Equity Defined Protection ETF - 1 Yr February (ZFEB) in Q1 2026: 35,207 shares worth $894K. The stake represents 0.1% of the portfolio and ranks #202 among its holdings. This is a return to the name: AssuredPartners Investment Advisors previously reported a position in ZFEB as recently as Q2 2025.

AssuredPartners Investment Advisors first reported a position in ZFEB in Q2 2025 and has held it in 2 quarters since. 98 funds tracked by Wall St. Rank hold ZFEB as of Q1 2026.

  • AssuredPartners Investment Advisors held 35,207 shares of Innovator Equity Defined Protection ETF - 1 Yr February worth $894K as of Q1 2026.
  • Innovator Equity Defined Protection ETF - 1 Yr February was a new AssuredPartners Investment Advisors position in Q1 2026.
  • Innovator Equity Defined Protection ETF - 1 Yr February made up 0.1% of AssuredPartners Investment Advisors's portfolio in Q1 2026, its #202 holding.
  • AssuredPartners Investment Advisors first reported a position in Innovator Equity Defined Protection ETF - 1 Yr February in Q2 2025 and has held it in 2 quarters since.
  • 98 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr February as of Q1 2026.

Based on AssuredPartners Investment Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.