Concurrent Investment Advisors’s Innovator Equity Defined Protection ETF - 1 Yr April ZAPR Stock Holding History

Concurrent Investment Advisors’s Portfolio ZAPR Stock Details ZAPR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$283K	Sell	10,463 -373	-3%	-$10K	﹤0.01%	1915
2026 Q2	$289K	Buy	+10,836	New	+$287K	﹤0.01%	1712

Other funds holding ZAPR

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Spectrum Advisors Plano, Texas $143M AUM

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return

Lineweaver Wealth Advisors Valley View, Ohio $863M AUM 14.27% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

KFG Wealth Management Granger, Indiana $922M AUM 10.87% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Concurrent Investment Advisors's ZAPR Position: Q3 2026 in Review

Concurrent Investment Advisors reduced its Innovator Equity Defined Protection ETF - 1 Yr April (ZAPR) stake by 3.4% in Q3 2026, selling an estimated $10K and leaving 10,463 shares worth $283K. The position accounts for ﹤0.01% of the portfolio, ranked #1915.

Concurrent Investment Advisors first reported a position in ZAPR in Q2 2026 and has held it in 2 quarters since. The position peaked at $289K in Q2 2026. 35 funds tracked by Wall St. Rank hold ZAPR as of Q3 2026.

Concurrent Investment Advisors held 10,463 shares of Innovator Equity Defined Protection ETF - 1 Yr April worth $283K as of Q3 2026.
Concurrent Investment Advisors sold 373 Innovator Equity Defined Protection ETF - 1 Yr April shares in Q3 2026, an estimated $10K.
Innovator Equity Defined Protection ETF - 1 Yr April made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q3 2026, its #1915 holding.
Concurrent Investment Advisors first reported a position in Innovator Equity Defined Protection ETF - 1 Yr April in Q2 2026 and has held it in 2 quarters since.
Concurrent Investment Advisors's Innovator Equity Defined Protection ETF - 1 Yr April position peaked at $289K in Q2 2026.
35 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr April as of Q3 2026.

Based on Concurrent Investment Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.