OPS
ZNOV

Orion Portfolio Solutions’s Innovator Equity Defined Protection ETF - 1 Yr November ZNOV Stock Holding History

Orion Portfolio Solutions’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
2025
Q1 		$999K Buy
+39,895
New +$1.01M 0.01% 1089

Other funds holding ZNOV

NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
BWM
Brown Wealth Management Naperville, Illinois $389M AUM 14.16% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CWS
Cypress Wealth Services Palm Desert, California $815M AUM 27.86% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $1.93B AUM 18.43% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Orion Portfolio Solutions's ZNOV Position: Q1 2025 in Review

Orion Portfolio Solutions opened a new position in Innovator Equity Defined Protection ETF - 1 Yr November (ZNOV) in Q1 2025: 39,895 shares worth $999K. The stake represents 0.01% of the portfolio and ranks #1089 among its holdings.

32 funds tracked by Wall St. Rank hold ZNOV as of Q1 2025.

  • Orion Portfolio Solutions held 39,895 shares of Innovator Equity Defined Protection ETF - 1 Yr November worth $999K as of Q1 2025.
  • Innovator Equity Defined Protection ETF - 1 Yr November was a new Orion Portfolio Solutions position in Q1 2025.
  • Innovator Equity Defined Protection ETF - 1 Yr November made up 0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1089 holding.
  • 32 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr November as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.