CIA
ZNOV

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

Concurrent Investment Advisors’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
2026
Q1 		$366K Buy
13,802
+1,897
+16% +$50.7K ﹤0.01% 1378
2025
Q4 		$318K Buy
+11,905
New +$316K ﹤0.01% 1356

Other funds holding ZNOV

NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 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
ABWM
Alpine Bank Wealth Management Grand Junction, Colorado $688M AUM 15.3% 1-Year Est. Return
TWP
Triad Wealth Partners Lawrence, Kansas $1.26B AUM 17.86% 1-Year Est. Return
SC
Syon Capital San Francisco, California $1.99B AUM 22.67% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Concurrent Investment Advisors's ZNOV Position: Q1 2026 in Review

Concurrent Investment Advisors increased its Innovator Equity Defined Protection ETF - 1 Yr November (ZNOV) stake by 16% in Q1 2026, buying an estimated $50.7K and bringing the position to 13,802 shares worth $366K. The position accounts for ﹤0.01% of the portfolio, ranked #1378.

Concurrent Investment Advisors first reported a position in ZNOV in Q4 2025 and has held it in 2 quarters since. 76 funds tracked by Wall St. Rank hold ZNOV as of Q1 2026.

  • Concurrent Investment Advisors held 13,802 shares of Innovator Equity Defined Protection ETF - 1 Yr November worth $366K as of Q1 2026.
  • Concurrent Investment Advisors bought 1,897 Innovator Equity Defined Protection ETF - 1 Yr November shares in Q1 2026, an estimated $50.7K.
  • Innovator Equity Defined Protection ETF - 1 Yr November made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q1 2026, its #1378 holding.
  • Concurrent Investment Advisors first reported a position in Innovator Equity Defined Protection ETF - 1 Yr November in Q4 2025 and has held it in 2 quarters since.
  • 76 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr November as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.