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ZSEP

Legacy Investment Solutions’s Innovator Equity Defined Protection ETF - 1 Yr September ZSEP Stock Holding History

Legacy Investment Solutions’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
2024
Q4 		$482K Buy
+19,057
New +$476K 0.31% 46

Other funds holding ZSEP

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TF
Trek Financial Scottsdale, Arizona $1.88B AUM 41.21% 1-Year Est. Return
VWM
VanWeelden Wealth Management West Chester Township, Ohio $125M AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
DIM
Delta Investment Management San Francisco, California $559M AUM 19.86% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Legacy Investment Solutions's ZSEP Position: Q4 2024 in Review

Legacy Investment Solutions opened a new position in Innovator Equity Defined Protection ETF - 1 Yr September (ZSEP) in Q4 2024: 19,057 shares worth $482K. The stake represents 0.31% of the portfolio and ranks #46 among its holdings.

56 funds tracked by Wall St. Rank hold ZSEP as of Q4 2024.

  • Legacy Investment Solutions held 19,057 shares of Innovator Equity Defined Protection ETF - 1 Yr September worth $482K as of Q4 2024.
  • Innovator Equity Defined Protection ETF - 1 Yr September was a new Legacy Investment Solutions position in Q4 2024.
  • Innovator Equity Defined Protection ETF - 1 Yr September made up 0.31% of Legacy Investment Solutions's portfolio in Q4 2024, its #46 holding.
  • 56 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr September as of Q4 2024.

Based on Legacy Investment Solutions's 13F filing for Q4 2024, filed 14 Feb 2025.