EWM
ZFEB

Evermay Wealth Management’s Innovator Equity Defined Protection ETF - 1 Yr February ZFEB Stock Holding History

Evermay Wealth 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
Q1 		$28.7K Hold
1,130
– – ﹤0.01% 361
2025
Q4 		$28.7K Hold
1,130
– – ﹤0.01% 358
2025
Q3 		$28.2K Hold
1,130
– – ﹤0.01% 364
2025
Q2 		$27.6K Hold
1,130
– – ﹤0.01% 366
2025
Q1 		$26.7K Buy
+1,130
New +$26.9K ﹤0.01% 368

Other funds holding ZFEB

TF
Trek Financial Scottsdale, Arizona $1.88B AUM 41.21% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
NC
NovaPoint Capital Atlanta, Georgia $399M AUM 26.97% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
ABWM
Alpine Bank Wealth Management Grand Junction, Colorado $688M AUM 15.3% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Evermay Wealth Management's ZFEB Position: Q1 2026 in Review

Evermay Wealth Management held its Innovator Equity Defined Protection ETF - 1 Yr February (ZFEB) position steady in Q1 2026 at 1,130 shares worth $28.7K. The position accounts for ﹤0.01% of the portfolio, ranked #361.

Evermay Wealth Management first reported a position in ZFEB in Q1 2025 and has held it in 5 quarters since. 98 funds tracked by Wall St. Rank hold ZFEB as of Q1 2026.

  • Evermay Wealth Management held 1,130 shares of Innovator Equity Defined Protection ETF - 1 Yr February worth $28.7K as of Q1 2026.
  • Evermay Wealth Management left its Innovator Equity Defined Protection ETF - 1 Yr February share count unchanged in Q1 2026.
  • Innovator Equity Defined Protection ETF - 1 Yr February made up ﹤0.01% of Evermay Wealth Management's portfolio in Q1 2026, its #361 holding.
  • Evermay Wealth Management first reported a position in Innovator Equity Defined Protection ETF - 1 Yr February in Q1 2025 and has held it in 5 quarters since.
  • 98 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr February as of Q1 2026.

Based on Evermay Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.