Diversify Advisory Services
ZSEP icon

Diversify Advisory Services’s Innovator Equity Defined Protection ETF - 1 Yr September ZSEP Stock Holding History

Diversify Advisory Services’s Portfolio ZSEP Stock Details ZSEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$515K Buy
+18,394
New +$511K 0.01% 898

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Signal Advisors Wealth
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Lord & Richards Wealth Management
Lord & Richards Wealth Management Highlands Ranch, Colorado $131M AUM 11.17% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
IWN
Independent Wealth Network Urbandale, Iowa $397M AUM 20.36% 1-Year Est. Return
Encompass More Asset Management
Encompass More Asset Management Danville, California $712M AUM 16.28% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
BWM
Brown Wealth Management Naperville, Illinois $456M AUM 10.79% 1-Year Est. Return
CRA Financial Services
CRA Financial Services Northfield, New Jersey $904M AUM 20.1% 1-Year Est. Return

Diversify Advisory Services's ZSEP Position: Q3 2026 in Review

Diversify Advisory Services opened a new position in Innovator Equity Defined Protection ETF - 1 Yr September (ZSEP) in Q3 2026: 18,394 shares worth $515K. The stake represents 0.01% of the portfolio and ranks #898 among its holdings.

42 funds tracked by Wall St. Rank hold ZSEP as of Q3 2026.

  • Diversify Advisory Services held 18,394 shares of Innovator Equity Defined Protection ETF - 1 Yr September worth $515K as of Q3 2026.
  • Innovator Equity Defined Protection ETF - 1 Yr September was a new Diversify Advisory Services position in Q3 2026.
  • Innovator Equity Defined Protection ETF - 1 Yr September made up 0.01% of Diversify Advisory Services's portfolio in Q3 2026, its #898 holding.
  • 42 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr September as of Q3 2026.

Based on Diversify Advisory Services's 13F filing for Q3 2026, filed 20 Oct 2026.