AWS
ZFEB

Atria Wealth Solutions’s Innovator Equity Defined Protection ETF - 1 Yr February ZFEB Stock Holding History

Atria Wealth Solutions’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
2025
Q2 		– Sell
-15,876
Closed -$376K – 1967
2025
Q1 		$376K Buy
+15,876
New +$378K ﹤0.01% 1348

Other funds holding ZFEB

TF
Trek Financial Scottsdale, Arizona $2.01B AUM 53.49% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
NC
NovaPoint Capital Atlanta, Georgia $481M AUM 32.01% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
PG
Prostatis Group Hanover, Maryland $429M AUM 26.55% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Atria Wealth Solutions's ZFEB Position: Q2 2025 in Review

Atria Wealth Solutions sold out of Innovator Equity Defined Protection ETF - 1 Yr February (ZFEB) in Q2 2025, closing a stake of 15,876 shares — an estimated $376K sold.

Atria Wealth Solutions first reported a position in ZFEB in Q1 2025 and held it in 1 quarter. The position peaked at $376K in Q1 2025. 76 funds tracked by Wall St. Rank hold ZFEB as of Q2 2025.

  • Atria Wealth Solutions reported no remaining Innovator Equity Defined Protection ETF - 1 Yr February position as of Q2 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 15,876 Innovator Equity Defined Protection ETF - 1 Yr February shares in Q2 2025, an estimated $376K.
  • Atria Wealth Solutions first reported a position in Innovator Equity Defined Protection ETF - 1 Yr February in Q1 2025 and held it in 1 quarter.
  • Atria Wealth Solutions's Innovator Equity Defined Protection ETF - 1 Yr February position peaked at $376K in Q1 2025.
  • 76 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr February as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.