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ATX Financial Planning’s Innovator Equity Defined Protection ETF - 1 Yr September ZSEP Stock Holding History

ATX Financial Planning’s Portfolio ZSEP Stock Details ZSEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$439K Buy
+15,767
New +$438K 0.28% 58

Other funds holding ZSEP

IAG
Innovative Advisory Group Lexington, Massachusetts $137M AUM 8.39% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return
LRWM
Lord & Richards Wealth Management Highlands Ranch, Colorado $131M AUM 11.17% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return
LWA
Lineweaver Wealth Advisors Valley View, Ohio $863M AUM 14.27% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return
FA
FC Advisory West Chester, Pennsylvania $382M AUM 8.35% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

ATX Financial Planning's ZSEP Position: Q3 2026 in Review

ATX Financial Planning opened a new position in Innovator Equity Defined Protection ETF - 1 Yr September (ZSEP) in Q3 2026: 15,767 shares worth $439K. The stake represents 0.28% of the portfolio and ranks #58 among its holdings.

19 funds tracked by Wall St. Rank hold ZSEP as of Q3 2026.

  • ATX Financial Planning held 15,767 shares of Innovator Equity Defined Protection ETF - 1 Yr September worth $439K as of Q3 2026.
  • Innovator Equity Defined Protection ETF - 1 Yr September was a new ATX Financial Planning position in Q3 2026.
  • Innovator Equity Defined Protection ETF - 1 Yr September made up 0.28% of ATX Financial Planning's portfolio in Q3 2026, its #58 holding.
  • 19 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr September as of Q3 2026.

Based on ATX Financial Planning's 13F filing for Q3 2026, filed 14 Oct 2026.