SWP
ZFEB

Sagespring Wealth Partners’s Innovator Equity Defined Protection ETF - 1 Yr February ZFEB Stock Holding History

Sagespring Wealth Partners’s Portfolio ZFEB Stock Details ZFEB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$272K Hold
10,471
– – ﹤0.01% 727
2026
Q1 		$266K Sell
10,471
-4,184
-29% -$107K ﹤0.01% 702
2025
Q4 		$372K Sell
14,655
-214
-1% -$5.38K 0.01% 560
2025
Q3 		$371K Sell
14,869
-55
-0.4% -$1.36K 0.01% 536
2025
Q2 		$364K Buy
+14,924
New +$356K 0.01% 521

Other funds holding ZFEB

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
ABWM
Alpine Bank Wealth Management Grand Junction, Colorado $779M AUM 19.75% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
NC
NovaPoint Capital Atlanta, Georgia $481M AUM 32.01% 1-Year Est. Return
BWM
Blossom Wealth Management San Ramon, Ca, California $71M AUM 18.12% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Sagespring Wealth Partners's ZFEB Position: Q2 2026 in Review

Sagespring Wealth Partners held its Innovator Equity Defined Protection ETF - 1 Yr February (ZFEB) position steady in Q2 2026 at 10,471 shares worth $272K. The position accounts for ﹤0.01% of the portfolio, ranked #727.

Sagespring Wealth Partners first reported a position in ZFEB in Q2 2025 and has held it in 5 quarters since. The position peaked at $372K in Q4 2025. 66 funds tracked by Wall St. Rank hold ZFEB as of Q2 2026.

  • Sagespring Wealth Partners held 10,471 shares of Innovator Equity Defined Protection ETF - 1 Yr February worth $272K as of Q2 2026.
  • Sagespring Wealth Partners left its Innovator Equity Defined Protection ETF - 1 Yr February share count unchanged in Q2 2026.
  • Innovator Equity Defined Protection ETF - 1 Yr February made up ﹤0.01% of Sagespring Wealth Partners's portfolio in Q2 2026, its #727 holding.
  • Sagespring Wealth Partners first reported a position in Innovator Equity Defined Protection ETF - 1 Yr February in Q2 2025 and has held it in 5 quarters since.
  • Sagespring Wealth Partners's Innovator Equity Defined Protection ETF - 1 Yr February position peaked at $372K in Q4 2025.
  • 66 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr February as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.