SAG
ZFEB icon

SageView Advisory Group’s Innovator Equity Defined Protection ETF - 1 Yr February ZFEB Stock Holding History

SageView Advisory Group’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
Q1 		– Sell
-5,035
Closed -$128K – 2580
2025
Q4 		$128K Buy
+5,035
New +$126K ﹤0.01% 749

Other funds holding ZFEB

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Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
NC
NovaPoint Capital Atlanta, Georgia $481M AUM 32.01% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 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
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

SageView Advisory Group's ZFEB Position: Q1 2026 in Review

SageView Advisory Group sold out of Innovator Equity Defined Protection ETF - 1 Yr February (ZFEB) in Q1 2026, closing a stake of 5,035 shares — an estimated $128K sold.

SageView Advisory Group first reported a position in ZFEB in Q4 2025 and held it in 1 quarter. The position peaked at $128K in Q4 2025. 99 funds tracked by Wall St. Rank hold ZFEB as of Q1 2026.

  • SageView Advisory Group reported no remaining Innovator Equity Defined Protection ETF - 1 Yr February position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 5,035 Innovator Equity Defined Protection ETF - 1 Yr February shares in Q1 2026, an estimated $128K.
  • SageView Advisory Group first reported a position in Innovator Equity Defined Protection ETF - 1 Yr February in Q4 2025 and held it in 1 quarter.
  • SageView Advisory Group's Innovator Equity Defined Protection ETF - 1 Yr February position peaked at $128K in Q4 2025.
  • 99 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr February as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.