LRWM
ZSEP icon

Lord & Richards Wealth Management’s Innovator Equity Defined Protection ETF - 1 Yr September ZSEP Stock Holding History

Lord & Richards Wealth Management’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
2026
Q3 		$2.22M Buy
+79,821
New +$2.22M 1.7% 17

Other funds holding ZSEP

IAG
Innovative Advisory Group Lexington, Massachusetts $137M AUM 8.39% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return
LWA
Lineweaver Wealth Advisors Valley View, Ohio $863M AUM 14.27% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return
FA
FC Advisory West Chester, Pennsylvania $382M AUM 8.35% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AFP
ATX Financial Planning Austin, Texas $156M AUM 11.38% 1-Year Est. Return

Lord & Richards Wealth Management's ZSEP Position: Q3 2026 in Review

Lord & Richards Wealth Management opened a new position in Innovator Equity Defined Protection ETF - 1 Yr September (ZSEP) in Q3 2026: 79,821 shares worth $2.22M. The stake represents 1.7% of the portfolio and ranks #17 among its holdings.

19 funds tracked by Wall St. Rank hold ZSEP as of Q3 2026.

  • Lord & Richards Wealth Management held 79,821 shares of Innovator Equity Defined Protection ETF - 1 Yr September worth $2.22M as of Q3 2026.
  • Innovator Equity Defined Protection ETF - 1 Yr September was a new Lord & Richards Wealth Management position in Q3 2026.
  • Innovator Equity Defined Protection ETF - 1 Yr September made up 1.7% of Lord & Richards Wealth Management's portfolio in Q3 2026, its #17 holding.
  • 19 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr September as of Q3 2026.

Based on Lord & Richards Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.