KFG Wealth Management
ZNOV icon

KFG Wealth Management’s Innovator Equity Defined Protection ETF - 1 Yr November ZNOV Stock Holding History

KFG Wealth Management’s Portfolio ZNOV Stock Details ZNOV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$739K Sell
26,457
-2,458
-9% -$68.1K 0.08% 105
2026
Q2 		$794K Hold
28,915
– – 0.09% 101
2026
Q1 		$768K Buy
28,915
+1,552
+6% +$41.5K 0.1% 94
2025
Q4 		$730K Buy
+27,363
New +$726K 0.1% 94

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Triad Wealth Partners
Triad Wealth Partners Lawrence, Kansas $1.81B AUM 14.65% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Alpine Bank Wealth Management
Alpine Bank Wealth Management Grand Junction, Colorado $773M AUM 12.02% 1-Year Est. Return
Lord & Richards Wealth Management
Lord & Richards Wealth Management Highlands Ranch, Colorado $131M AUM 11.17% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Lineweaver Wealth Advisors
Lineweaver Wealth Advisors Valley View, Ohio $863M AUM 14.27% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Encompass More Asset Management
Encompass More Asset Management Danville, California $712M AUM 16.28% 1-Year Est. Return

KFG Wealth Management's ZNOV Position: Q3 2026 in Review

KFG Wealth Management reduced its Innovator Equity Defined Protection ETF - 1 Yr November (ZNOV) stake by 8.5% in Q3 2026, selling an estimated $68.1K and leaving 26,457 shares worth $739K. The position accounts for 0.08% of the portfolio, ranked #105.

KFG Wealth Management first reported a position in ZNOV in Q4 2025 and has held it in 4 quarters since. The position peaked at $794K in Q2 2026. 47 funds tracked by Wall St. Rank hold ZNOV as of Q3 2026.

  • KFG Wealth Management held 26,457 shares of Innovator Equity Defined Protection ETF - 1 Yr November worth $739K as of Q3 2026.
  • KFG Wealth Management sold 2,458 Innovator Equity Defined Protection ETF - 1 Yr November shares in Q3 2026, an estimated $68.1K.
  • Innovator Equity Defined Protection ETF - 1 Yr November made up 0.08% of KFG Wealth Management's portfolio in Q3 2026, its #105 holding.
  • KFG Wealth Management first reported a position in Innovator Equity Defined Protection ETF - 1 Yr November in Q4 2025 and has held it in 4 quarters since.
  • KFG Wealth Management's Innovator Equity Defined Protection ETF - 1 Yr November position peaked at $794K in Q2 2026.
  • 47 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr November as of Q3 2026.

Based on KFG Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.