FPWM
ZFEB

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

Five Pine 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 		$409K Buy
+16,107
New +$410K 0.25% 28

Other funds holding ZFEB

TF
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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

Five Pine Wealth Management's ZFEB Position: Q1 2026 in Review

Five Pine Wealth Management opened a new position in Innovator Equity Defined Protection ETF - 1 Yr February (ZFEB) in Q1 2026: 16,107 shares worth $409K. The stake represents 0.25% of the portfolio and ranks #28 among its holdings.

98 funds tracked by Wall St. Rank hold ZFEB as of Q1 2026.

  • Five Pine Wealth Management held 16,107 shares of Innovator Equity Defined Protection ETF - 1 Yr February worth $409K as of Q1 2026.
  • Innovator Equity Defined Protection ETF - 1 Yr February was a new Five Pine Wealth Management position in Q1 2026.
  • Innovator Equity Defined Protection ETF - 1 Yr February made up 0.25% of Five Pine Wealth Management's portfolio in Q1 2026, its #28 holding.
  • 98 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr February as of Q1 2026.

Based on Five Pine Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.