LWMI
ZSEP

Legacy Wealth Management (Idaho)’s Innovator Equity Defined Protection ETF - 1 Yr September ZSEP Stock Holding History

Legacy Wealth Management (Idaho)’s Portfolio ZSEP Stock Details ZSEP Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-19,057
Closed -$482K – 849
2024
Q4 		$482K Buy
+19,057
New +$482K 0.31% 45