IWP
ZSEP

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

Insight Wealth Partners’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 		$287K Sell
10,414
-70
-0.7% -$1.91K 0.04% 115
2026
Q1 		$280K Hold
10,484
– – 0.04% 100
2025
Q4 		$281K Sell
10,484
-648
-6% -$17.2K 0.04% 94
2025
Q3 		$295K Buy
+11,132
New +$292K 0.09% 91

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

Insight Wealth Partners's ZSEP Position: Q2 2026 in Review

Insight Wealth Partners reduced its Innovator Equity Defined Protection ETF - 1 Yr September (ZSEP) stake by 0.67% in Q2 2026, selling an estimated $1.91K and leaving 10,414 shares worth $287K. The position accounts for 0.04% of the portfolio, ranked #115.

Insight Wealth Partners first reported a position in ZSEP in Q3 2025 and has held it in 4 quarters since. The position peaked at $295K in Q3 2025. 74 funds tracked by Wall St. Rank hold ZSEP as of Q2 2026.

  • Insight Wealth Partners held 10,414 shares of Innovator Equity Defined Protection ETF - 1 Yr September worth $287K as of Q2 2026.
  • Insight Wealth Partners sold 70 Innovator Equity Defined Protection ETF - 1 Yr September shares in Q2 2026, an estimated $1.91K.
  • Innovator Equity Defined Protection ETF - 1 Yr September made up 0.04% of Insight Wealth Partners's portfolio in Q2 2026, its #115 holding.
  • Insight Wealth Partners first reported a position in Innovator Equity Defined Protection ETF - 1 Yr September in Q3 2025 and has held it in 4 quarters since.
  • Insight Wealth Partners's Innovator Equity Defined Protection ETF - 1 Yr September position peaked at $295K in Q3 2025.
  • 74 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr September as of Q2 2026.

Based on Insight Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.