CPIG
ZFEB

Chicago Partners Investment Group’s Innovator Equity Defined Protection ETF - 1 Yr February ZFEB Stock Holding History

Chicago Partners Investment Group’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
Q3 		– Sell
-9,094
Closed -$223K – 1251
2025
Q2 		$223K Sell
9,094
-6,527
-42% -$156K 0.01% 992
2025
Q1 		$371K Buy
+15,621
New +$372K 0.01% 614

Other funds holding ZFEB

TF
Trek Financial Scottsdale, Arizona $1.88B AUM 41.21% 1-Year Est. Return
NC
NovaPoint Capital Atlanta, Georgia $399M AUM 26.97% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PG
Prostatis Group Hanover, Maryland $391M AUM 20.37% 1-Year Est. Return

Chicago Partners Investment Group's ZFEB Position: Q3 2025 in Review

Chicago Partners Investment Group sold out of Innovator Equity Defined Protection ETF - 1 Yr February (ZFEB) in Q3 2025, closing a stake of 9,094 shares — an estimated $223K sold.

Chicago Partners Investment Group first reported a position in ZFEB in Q1 2025 and held it in 2 quarters. The position peaked at $371K in Q1 2025. 78 funds tracked by Wall St. Rank hold ZFEB as of Q3 2025.

  • Chicago Partners Investment Group reported no remaining Innovator Equity Defined Protection ETF - 1 Yr February position as of Q3 2025 after selling out during the quarter.
  • Chicago Partners Investment Group sold 9,094 Innovator Equity Defined Protection ETF - 1 Yr February shares in Q3 2025, an estimated $223K.
  • Chicago Partners Investment Group first reported a position in Innovator Equity Defined Protection ETF - 1 Yr February in Q1 2025 and held it in 2 quarters.
  • Chicago Partners Investment Group's Innovator Equity Defined Protection ETF - 1 Yr February position peaked at $371K in Q1 2025.
  • 78 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr February as of Q3 2025.

Based on Chicago Partners Investment Group's 13F filing for Q3 2025, filed 30 Oct 2025.