IA
ZSEP

IFP Advisors’s Innovator Equity Defined Protection ETF - 1 Yr September ZSEP Stock Holding History

IFP Advisors’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
Q2 		$29.5K Hold
1,070
– – ﹤0.01% 2733
2026
Q1 		$28.6K Hold
1,070
– – ﹤0.01% 2574
2025
Q4 		$28.7K Hold
1,070
– – ﹤0.01% 2517
2025
Q3 		$28.3K Buy
1,070
+641
+149% +$16.8K ﹤0.01% 2391
2025
Q2 		$11.1K Buy
+429
New +$10.8K ﹤0.01% 2852

Other funds holding ZSEP

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SIA
Soltis Investment Advisors St. George, Utah $1.8B AUM 27.41% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.59B AUM 31.63% 1-Year Est. Return

IFP Advisors's ZSEP Position: Q2 2026 in Review

IFP Advisors held its Innovator Equity Defined Protection ETF - 1 Yr September (ZSEP) position steady in Q2 2026 at 1,070 shares worth $29.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2733.

IFP Advisors first reported a position in ZSEP in Q2 2025 and has held it in 5 quarters since. 74 funds tracked by Wall St. Rank hold ZSEP as of Q2 2026.

  • IFP Advisors held 1,070 shares of Innovator Equity Defined Protection ETF - 1 Yr September worth $29.5K as of Q2 2026.
  • IFP Advisors left its Innovator Equity Defined Protection ETF - 1 Yr September share count unchanged in Q2 2026.
  • Innovator Equity Defined Protection ETF - 1 Yr September made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #2733 holding.
  • IFP Advisors first reported a position in Innovator Equity Defined Protection ETF - 1 Yr September in Q2 2025 and has held it in 5 quarters since.
  • 74 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr September as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.