Phoenix Wealth Advisors’s Innovator Equity Defined Protection ETF - 1 Yr November ZNOV Stock Holding History

Phoenix Wealth Advisors’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 Q3	$211K	Hold	7,540	–	–	0.06%	126
2026 Q2	$207K	Hold	7,540	–	–	0.07%	126
2026 Q1	$200K	Hold	7,540	–	–	0.08%	123
2025 Q4	$201K	Buy	+7,540	New	+$200K	0.08%	124

Other funds holding ZNOV

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return

Triad Wealth Partners Lawrence, Kansas $1.81B AUM 14.65% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Alpine Bank Wealth Management Grand Junction, Colorado $773M AUM 12.02% 1-Year Est. Return

Lord & Richards Wealth Management Highlands Ranch, Colorado $131M AUM 11.17% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Lineweaver Wealth Advisors Valley View, Ohio $863M AUM 14.27% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Encompass More Asset Management Danville, California $712M AUM 16.28% 1-Year Est. Return

Phoenix Wealth Advisors's ZNOV Position: Q3 2026 in Review

Phoenix Wealth Advisors held its Innovator Equity Defined Protection ETF - 1 Yr November (ZNOV) position steady in Q3 2026 at 7,540 shares worth $211K. The position accounts for 0.06% of the portfolio, ranked #126.

Phoenix Wealth Advisors first reported a position in ZNOV in Q4 2025 and has held it in 4 quarters since. 47 funds tracked by Wall St. Rank hold ZNOV as of Q3 2026.

Phoenix Wealth Advisors held 7,540 shares of Innovator Equity Defined Protection ETF - 1 Yr November worth $211K as of Q3 2026.
Phoenix Wealth Advisors left its Innovator Equity Defined Protection ETF - 1 Yr November share count unchanged in Q3 2026.
Innovator Equity Defined Protection ETF - 1 Yr November made up 0.06% of Phoenix Wealth Advisors's portfolio in Q3 2026, its #126 holding.
Phoenix Wealth Advisors first reported a position in Innovator Equity Defined Protection ETF - 1 Yr November in Q4 2025 and has held it in 4 quarters since.
47 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr November as of Q3 2026.

Based on Phoenix Wealth Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.