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

EverSource Wealth 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 Q2	$82.4K	Hold	3,000	–	–	﹤0.01%	1483
2026 Q1	$79.7K	Hold	3,000	–	–	﹤0.01%	1572
2025 Q4	$80K	Buy	+3,000	New	+$79.6K	﹤0.01%	1438

Other funds holding ZNOV

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

LWA

Lineweaver Wealth Advisors Valley View, Ohio $845M AUM 20.71% 1-Year Est. Return

CWS

Cypress Wealth Services Palm Desert, California $815M AUM 27.86% 1-Year Est. Return

EMAM

Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

KWM

KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return

EverSource Wealth Advisors's ZNOV Position: Q2 2026 in Review

EverSource Wealth Advisors held its Innovator Equity Defined Protection ETF - 1 Yr November (ZNOV) position steady in Q2 2026 at 3,000 shares worth $82.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1483.

EverSource Wealth Advisors first reported a position in ZNOV in Q4 2025 and has held it in 3 quarters since. 26 funds tracked by Wall St. Rank hold ZNOV as of Q2 2026.

EverSource Wealth Advisors held 3,000 shares of Innovator Equity Defined Protection ETF - 1 Yr November worth $82.4K as of Q2 2026.
EverSource Wealth Advisors left its Innovator Equity Defined Protection ETF - 1 Yr November share count unchanged in Q2 2026.
Innovator Equity Defined Protection ETF - 1 Yr November made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1483 holding.
EverSource Wealth Advisors first reported a position in Innovator Equity Defined Protection ETF - 1 Yr November in Q4 2025 and has held it in 3 quarters since.
26 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr November as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.