Insight Wealth Partners
ZAUG icon

Insight Wealth Partners’s Innovator Equity Defined Protection ETF - 1 Yr August ZAUG Stock Holding History

Insight Wealth Partners’s Portfolio ZAUG Stock Details ZAUG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.21M Buy
+43,313
New +$1.2M 0.16% 55
2025
Q4 		– Sell
-11,082
Closed -$293K – 126
2025
Q3 		$293K Buy
+11,082
New +$290K 0.09% 92

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Canandaigua National Bank & Trust
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
KFG Wealth Management
KFG Wealth Management Granger, Indiana $922M AUM 10.87% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Harbour Investments
Harbour Investments Madison, Wisconsin $6.75B AUM 16.25% 1-Year Est. Return
Evolution Wealth Management
Evolution Wealth Management Fort Myers, Florida $174M AUM 13.3% 1-Year Est. Return

Insight Wealth Partners's ZAUG Position: Q3 2026 in Review

Insight Wealth Partners opened a new position in Innovator Equity Defined Protection ETF - 1 Yr August (ZAUG) in Q3 2026: 43,313 shares worth $1.21M. The stake represents 0.16% of the portfolio and ranks #55 among its holdings. This is a return to the name: Insight Wealth Partners previously reported a position in ZAUG as recently as Q3 2025.

Insight Wealth Partners first reported a position in ZAUG in Q3 2025 and has held it in 2 quarters since. 58 funds tracked by Wall St. Rank hold ZAUG as of Q3 2026.

  • Insight Wealth Partners held 43,313 shares of Innovator Equity Defined Protection ETF - 1 Yr August worth $1.21M as of Q3 2026.
  • Innovator Equity Defined Protection ETF - 1 Yr August was a new Insight Wealth Partners position in Q3 2026.
  • Innovator Equity Defined Protection ETF - 1 Yr August made up 0.16% of Insight Wealth Partners's portfolio in Q3 2026, its #55 holding.
  • Insight Wealth Partners first reported a position in Innovator Equity Defined Protection ETF - 1 Yr August in Q3 2025 and has held it in 2 quarters since.
  • 58 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr August as of Q3 2026.

Based on Insight Wealth Partners's 13F filing for Q3 2026, filed 26 Oct 2026.