IFG
ZFEB

Independent Financial Group’s Innovator Equity Defined Protection ETF - 1 Yr February ZFEB Stock Holding History

Independent Financial Group’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
Q2 		$955K Sell
36,766
-5,342
-13% -$138K 0.02% 712
2026
Q1 		$1.07M Buy
42,108
+1,982
+5% +$50.5K 0.02% 606
2025
Q4 		$1.02M Buy
40,126
+7,302
+22% +$183K 0.02% 612
2025
Q3 		$819K Hold
32,824
– – 0.02% 672
2025
Q2 		$800K Sell
32,824
-2,613
-7% -$62.4K 0.02% 613
2025
Q1 		$838K Buy
+35,437
New +$844K 0.03% 531

Other funds holding ZFEB

TF
Trek Financial Scottsdale, Arizona $2.01B AUM 53.49% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
ABWM
Alpine Bank Wealth Management Grand Junction, Colorado $779M AUM 19.75% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $4.96B AUM 27.52% 1-Year Est. Return
NC
NovaPoint Capital Atlanta, Georgia $481M AUM 32.01% 1-Year Est. Return

Independent Financial Group's ZFEB Position: Q2 2026 in Review

Independent Financial Group reduced its Innovator Equity Defined Protection ETF - 1 Yr February (ZFEB) stake by 13% in Q2 2026, selling an estimated $138K and leaving 36,766 shares worth $955K. The position accounts for 0.02% of the portfolio, ranked #712.

Independent Financial Group first reported a position in ZFEB in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.07M in Q1 2026. 103 funds tracked by Wall St. Rank hold ZFEB as of Q2 2026.

  • Independent Financial Group held 36,766 shares of Innovator Equity Defined Protection ETF - 1 Yr February worth $955K as of Q2 2026.
  • Independent Financial Group sold 5,342 Innovator Equity Defined Protection ETF - 1 Yr February shares in Q2 2026, an estimated $138K.
  • Innovator Equity Defined Protection ETF - 1 Yr February made up 0.02% of Independent Financial Group's portfolio in Q2 2026, its #712 holding.
  • Independent Financial Group first reported a position in Innovator Equity Defined Protection ETF - 1 Yr February in Q1 2025 and has held it in 6 quarters since.
  • Independent Financial Group's Innovator Equity Defined Protection ETF - 1 Yr February position peaked at $1.07M in Q1 2026.
  • 103 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr February as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.