AAS
ZNOV

Avantax Advisory Services’s Innovator Equity Defined Protection ETF - 1 Yr November ZNOV Stock Holding History

Avantax Advisory Services’s Portfolio ZNOV Stock Details ZNOV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-8,633
Closed -$216K – 2450
2025
Q1 		$216K Sell
8,633
-1,861
-18% -$47K ﹤0.01% 2056
2024
Q4 		$263K Buy
+10,494
New +$263K ﹤0.01% 1869

Other funds holding ZNOV

NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
CWS
Cypress Wealth Services Palm Desert, California $815M AUM 27.86% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return
TWP
Triad Wealth Partners Lawrence, Kansas $1.26B AUM 17.86% 1-Year Est. Return

Avantax Advisory Services's ZNOV Position: Q2 2025 in Review

Avantax Advisory Services sold out of Innovator Equity Defined Protection ETF - 1 Yr November (ZNOV) in Q2 2025, closing a stake of 8,633 shares — an estimated $216K sold.

Avantax Advisory Services first reported a position in ZNOV in Q4 2024 and held it in 2 quarters. The position peaked at $263K in Q4 2024. 30 funds tracked by Wall St. Rank hold ZNOV as of Q2 2025.

  • Avantax Advisory Services reported no remaining Innovator Equity Defined Protection ETF - 1 Yr November position as of Q2 2025 after selling out during the quarter.
  • Avantax Advisory Services sold 8,633 Innovator Equity Defined Protection ETF - 1 Yr November shares in Q2 2025, an estimated $216K.
  • Avantax Advisory Services first reported a position in Innovator Equity Defined Protection ETF - 1 Yr November in Q4 2024 and held it in 2 quarters.
  • Avantax Advisory Services's Innovator Equity Defined Protection ETF - 1 Yr November position peaked at $263K in Q4 2024.
  • 30 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr November as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.