LF
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Lantz Financial’s Innovator Equity Defined Protection ETF - 1 Yr April ZAPR Stock Holding History

Lantz Financial’s Portfolio ZAPR Stock Details ZAPR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$206K Sell
7,617
-33
-0.4% -$886 0.04% 253
2026
Q2 		$204K Buy
+7,650
New +$203K 0.04% 255

Other funds holding ZAPR

Prosperity Capital Advisors
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return
Lineweaver Wealth Advisors
Lineweaver Wealth Advisors Valley View, Ohio $863M AUM 14.27% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
KFG Wealth Management
KFG Wealth Management Granger, Indiana $922M AUM 10.87% 1-Year Est. Return
FLFS
Family Legacy Financial Solutions Cary, North Carolina $173M AUM 60.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
KFG
Kelly Financial Group Wethersfield, Connecticut $435M AUM 10.81% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
FPWM
Five Pine Wealth Management Coeur D Alene, Idaho $177M AUM 8.09% 1-Year Est. Return

Lantz Financial's ZAPR Position: Q3 2026 in Review

Lantz Financial reduced its Innovator Equity Defined Protection ETF - 1 Yr April (ZAPR) stake by 0.43% in Q3 2026, selling an estimated $886 and leaving 7,617 shares worth $206K. The position accounts for 0.04% of the portfolio, ranked #253.

Lantz Financial first reported a position in ZAPR in Q2 2026 and has held it in 2 quarters since. 13 funds tracked by Wall St. Rank hold ZAPR as of Q3 2026.

  • Lantz Financial held 7,617 shares of Innovator Equity Defined Protection ETF - 1 Yr April worth $206K as of Q3 2026.
  • Lantz Financial sold 33 Innovator Equity Defined Protection ETF - 1 Yr April shares in Q3 2026, an estimated $886.
  • Innovator Equity Defined Protection ETF - 1 Yr April made up 0.04% of Lantz Financial's portfolio in Q3 2026, its #253 holding.
  • Lantz Financial first reported a position in Innovator Equity Defined Protection ETF - 1 Yr April in Q2 2026 and has held it in 2 quarters since.
  • 13 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr April as of Q3 2026.

Based on Lantz Financial's 13F filing for Q3 2026, filed 15 Oct 2026.