Insight Wealth Partners
ZFEB icon

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

Insight Wealth Partners’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
Q3 		$277K Hold
10,487
– – 0.04% 116
2026
Q2 		$273K Hold
10,487
– – 0.04% 118
2026
Q1 		$266K Buy
+10,487
New +$267K 0.04% 102

Other funds holding ZFEB

Trek Financial
Trek Financial Scottsdale, Arizona $2.16B AUM 42.56% 1-Year Est. Return
Alpine Bank Wealth Management
Alpine Bank Wealth Management Grand Junction, Colorado $773M AUM 12.02% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
NovaPoint Capital
NovaPoint Capital Atlanta, Georgia $464M AUM 20.03% 1-Year Est. Return
Integrity Advisory Solutions
Integrity Advisory Solutions Dallas, Texas $953M AUM 12.91% 1-Year Est. Return
Lineweaver Wealth Advisors
Lineweaver Wealth Advisors Valley View, Ohio $863M AUM 14.27% 1-Year Est. Return
Peak Wealth Management
Peak Wealth Management Nashua, New Hampshire $147M AUM 17.82% 1-Year Est. Return
Canandaigua National Bank & Trust
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM
Optima Capital
Optima Capital Beaverton, Oregon $253M AUM 15.59% 1-Year Est. Return
Heck Capital Advisors
Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return

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

Insight Wealth Partners held its Innovator Equity Defined Protection ETF - 1 Yr February (ZFEB) position steady in Q3 2026 at 10,487 shares worth $277K. The position accounts for 0.04% of the portfolio, ranked #116.

Insight Wealth Partners first reported a position in ZFEB in Q1 2026 and has held it in 3 quarters since. 43 funds tracked by Wall St. Rank hold ZFEB as of Q3 2026.

  • Insight Wealth Partners held 10,487 shares of Innovator Equity Defined Protection ETF - 1 Yr February worth $277K as of Q3 2026.
  • Insight Wealth Partners left its Innovator Equity Defined Protection ETF - 1 Yr February share count unchanged in Q3 2026.
  • Innovator Equity Defined Protection ETF - 1 Yr February made up 0.04% of Insight Wealth Partners's portfolio in Q3 2026, its #116 holding.
  • Insight Wealth Partners first reported a position in Innovator Equity Defined Protection ETF - 1 Yr February in Q1 2026 and has held it in 3 quarters since.
  • 43 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr February as of Q3 2026.

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