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

Kingsview Wealth Management’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	$1.04M	Hold	39,366	–	–	0.01%	739
2026 Q2	$1.02M	Hold	39,366	–	–	0.01%	745
2026 Q1	$1000K	Hold	39,366	–	–	0.01%	693
2025 Q4	$999K	Sell	39,366 -4,134	-10%	-$104K	0.01%	638
2025 Q3	$1.09M	Buy	43,500 +1,015	+2%	+$25K	0.02%	586
2025 Q2	$1.04M	Hold	42,485	–	–	0.02%	579
2025 Q1	$1.01M	Buy	+42,485	New	+$1.01M	0.02%	536

Other funds holding ZFEB

Trek Financial Scottsdale, Arizona $2.16B AUM 42.56% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.75B AUM 16.25% 1-Year Est. Return

Alpine Bank Wealth Management Grand Junction, Colorado $773M AUM 12.02% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Ameritas Advisory Services Lincoln, Nebraska $5.22B AUM 19.55% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $32.8B AUM 18.62% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Kingsview Wealth Management's ZFEB Position: Q3 2026 in Review

Kingsview Wealth Management held its Innovator Equity Defined Protection ETF - 1 Yr February (ZFEB) position steady in Q3 2026 at 39,366 shares worth $1.04M. The position accounts for 0.01% of the portfolio, ranked #739.

Kingsview Wealth Management first reported a position in ZFEB in Q1 2025 and has held it in 7 quarters since. The position peaked at $1.09M in Q3 2025. 89 funds tracked by Wall St. Rank hold ZFEB as of Q3 2026.

Kingsview Wealth Management held 39,366 shares of Innovator Equity Defined Protection ETF - 1 Yr February worth $1.04M as of Q3 2026.
Kingsview Wealth Management 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 0.01% of Kingsview Wealth Management's portfolio in Q3 2026, its #739 holding.
Kingsview Wealth Management first reported a position in Innovator Equity Defined Protection ETF - 1 Yr February in Q1 2025 and has held it in 7 quarters since.
Kingsview Wealth Management's Innovator Equity Defined Protection ETF - 1 Yr February position peaked at $1.09M in Q3 2025.
89 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr February as of Q3 2026.

Based on Kingsview Wealth Management's 13F filing for Q3 2026, filed 13 Nov 2026.