LAM
ZNOV

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

Lifestyle Asset 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
Q1 		– Sell
-8,089
Closed -$216K – 160
2025
Q4 		$216K Buy
+8,089
New +$215K 0.07% 133

Other funds holding ZNOV

NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
ABWM
Alpine Bank Wealth Management Grand Junction, Colorado $688M AUM 15.3% 1-Year Est. Return
TWP
Triad Wealth Partners Lawrence, Kansas $1.26B AUM 17.86% 1-Year Est. Return
SC
Syon Capital San Francisco, California $1.99B AUM 22.67% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Lifestyle Asset Management's ZNOV Position: Q1 2026 in Review

Lifestyle Asset Management sold out of Innovator Equity Defined Protection ETF - 1 Yr November (ZNOV) in Q1 2026, closing a stake of 8,089 shares — an estimated $216K sold.

Lifestyle Asset Management first reported a position in ZNOV in Q4 2025 and held it in 1 quarter. The position peaked at $216K in Q4 2025. 76 funds tracked by Wall St. Rank hold ZNOV as of Q1 2026.

  • Lifestyle Asset Management reported no remaining Innovator Equity Defined Protection ETF - 1 Yr November position as of Q1 2026 after selling out during the quarter.
  • Lifestyle Asset Management sold 8,089 Innovator Equity Defined Protection ETF - 1 Yr November shares in Q1 2026, an estimated $216K.
  • Lifestyle Asset Management first reported a position in Innovator Equity Defined Protection ETF - 1 Yr November in Q4 2025 and held it in 1 quarter.
  • Lifestyle Asset Management's Innovator Equity Defined Protection ETF - 1 Yr November position peaked at $216K in Q4 2025.
  • 76 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr November as of Q1 2026.

Based on Lifestyle Asset Management's 13F filing for Q1 2026, filed 10 Apr 2026.