LAS
ZNOV

Lloyd Advisory Services’s Innovator Equity Defined Protection ETF - 1 Yr November ZNOV Stock Holding History

Lloyd Advisory Services’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
-6,849
Closed -$183K – 1067
2025
Q4 		$183K Buy
+6,849
New +$182K 0.07% 126

Other funds holding ZNOV

NA
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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

Lloyd Advisory Services's ZNOV Position: Q1 2026 in Review

Lloyd Advisory Services sold out of Innovator Equity Defined Protection ETF - 1 Yr November (ZNOV) in Q1 2026, closing a stake of 6,849 shares — an estimated $183K sold.

Lloyd Advisory Services first reported a position in ZNOV in Q4 2025 and held it in 1 quarter. The position peaked at $183K in Q4 2025. 76 funds tracked by Wall St. Rank hold ZNOV as of Q1 2026.

  • Lloyd Advisory Services reported no remaining Innovator Equity Defined Protection ETF - 1 Yr November position as of Q1 2026 after selling out during the quarter.
  • Lloyd Advisory Services sold 6,849 Innovator Equity Defined Protection ETF - 1 Yr November shares in Q1 2026, an estimated $183K.
  • Lloyd Advisory Services first reported a position in Innovator Equity Defined Protection ETF - 1 Yr November in Q4 2025 and held it in 1 quarter.
  • Lloyd Advisory Services's Innovator Equity Defined Protection ETF - 1 Yr November position peaked at $183K 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 Lloyd Advisory Services's 13F filing for Q1 2026, filed 13 May 2026.