Clear Creek Financial Management’s Innovator Equity Defined Protection ETF - 1 Yr February ZFEB Stock Holding History

Clear Creek Financial Management’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 Q2	$559K	Sell	21,528 -426	-2%	-$11K	0.04%	380
2026 Q1	$557K	Buy	21,954 +4,250	+24%	+$108K	0.04%	369
2025 Q4	$449K	Hold	17,704	–	–	0.04%	414
2025 Q3	$442K	Sell	17,704 -1,697	-9%	-$41.9K	0.04%	391
2025 Q2	$473K	Buy	+19,401	New	+$463K	0.05%	351

Other funds holding ZFEB

Trek Financial Scottsdale, Arizona $2.01B AUM 53.49% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

ABWM

Alpine Bank Wealth Management Grand Junction, Colorado $779M AUM 19.75% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

AAS

Ameritas Advisory Services Lincoln, Nebraska $4.96B AUM 27.52% 1-Year Est. Return

NovaPoint Capital Atlanta, Georgia $481M AUM 32.01% 1-Year Est. Return

Clear Creek Financial Management's ZFEB Position: Q2 2026 in Review

Clear Creek Financial Management reduced its Innovator Equity Defined Protection ETF - 1 Yr February (ZFEB) stake by 1.9% in Q2 2026, selling an estimated $11K and leaving 21,528 shares worth $559K. The position accounts for 0.04% of the portfolio, ranked #380.

Clear Creek Financial Management first reported a position in ZFEB in Q2 2025 and has held it in 5 quarters since. 103 funds tracked by Wall St. Rank hold ZFEB as of Q2 2026.

Clear Creek Financial Management held 21,528 shares of Innovator Equity Defined Protection ETF - 1 Yr February worth $559K as of Q2 2026.
Clear Creek Financial Management sold 426 Innovator Equity Defined Protection ETF - 1 Yr February shares in Q2 2026, an estimated $11K.
Innovator Equity Defined Protection ETF - 1 Yr February made up 0.04% of Clear Creek Financial Management's portfolio in Q2 2026, its #380 holding.
Clear Creek Financial Management first reported a position in Innovator Equity Defined Protection ETF - 1 Yr February in Q2 2025 and has held it in 5 quarters since.
103 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr February as of Q2 2026.

Based on Clear Creek Financial Management's 13F filing for Q2 2026, filed 28 Jul 2026.