MWM
ZSEP

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

Mosley 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
Q2 		– Sell
-814
Closed -$21.6K – 827
2026
Q1 		$21.6K Buy
+814
New +$21.9K 0.01% 251

Other funds holding ZSEP

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SIA
Soltis Investment Advisors St. George, Utah $1.8B AUM 27.41% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MCC
Money Concepts Capital Palm Beach Gardens, Florida $2.16B AUM 28.67% 1-Year Est. Return

Mosley Wealth Management's ZSEP Position: Q2 2026 in Review

Mosley Wealth Management sold out of Innovator Equity Defined Protection ETF - 1 Yr September (ZSEP) in Q2 2026, closing a stake of 814 shares — an estimated $21.6K sold.

Mosley Wealth Management first reported a position in ZSEP in Q1 2026 and held it in 1 quarter. The position peaked at $21.6K in Q1 2026. 49 funds tracked by Wall St. Rank hold ZSEP as of Q2 2026.

  • Mosley Wealth Management reported no remaining Innovator Equity Defined Protection ETF - 1 Yr September position as of Q2 2026 after selling out during the quarter.
  • Mosley Wealth Management sold 814 Innovator Equity Defined Protection ETF - 1 Yr September shares in Q2 2026, an estimated $21.6K.
  • Mosley Wealth Management first reported a position in Innovator Equity Defined Protection ETF - 1 Yr September in Q1 2026 and held it in 1 quarter.
  • Mosley Wealth Management's Innovator Equity Defined Protection ETF - 1 Yr September position peaked at $21.6K in Q1 2026.
  • 49 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr September as of Q2 2026.

Based on Mosley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.