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

Concurrent Investment Advisors’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 		$210K Hold
8,094
– – ﹤0.01% 1917
2026
Q1 		$206K Buy
+8,094
New +$206K ﹤0.01% 1733

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HI
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Truist Financial
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ABWM
Alpine Bank Wealth Management Grand Junction, Colorado $779M AUM 19.75% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Cetera Investment Advisers
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
NC
NovaPoint Capital Atlanta, Georgia $481M AUM 32.01% 1-Year Est. Return

Concurrent Investment Advisors's ZFEB Position: Q2 2026 in Review

Concurrent Investment Advisors held its Innovator Equity Defined Protection ETF - 1 Yr February (ZFEB) position steady in Q2 2026 at 8,094 shares worth $210K. The position accounts for ﹤0.01% of the portfolio, ranked #1917.

Concurrent Investment Advisors first reported a position in ZFEB in Q1 2026 and has held it in 2 quarters since. 103 funds tracked by Wall St. Rank hold ZFEB as of Q2 2026.

  • Concurrent Investment Advisors held 8,094 shares of Innovator Equity Defined Protection ETF - 1 Yr February worth $210K as of Q2 2026.
  • Concurrent Investment Advisors left its Innovator Equity Defined Protection ETF - 1 Yr February share count unchanged in Q2 2026.
  • Innovator Equity Defined Protection ETF - 1 Yr February made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1917 holding.
  • Concurrent Investment Advisors first reported a position in Innovator Equity Defined Protection ETF - 1 Yr February in Q1 2026 and has held it in 2 quarters since.
  • 103 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr February as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.