SWM
ZFEB

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

SHP Wealth Management’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 		$26.5K Hold
1,043
– – ﹤0.01% 652
2025
Q4 		$26.5K Buy
+1,043
New +$26.2K ﹤0.01% 620

Other funds holding ZFEB

TF
Trek Financial Scottsdale, Arizona $1.88B AUM 41.21% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
NC
NovaPoint Capital Atlanta, Georgia $481M AUM 32.01% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 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 22.96% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

SHP Wealth Management's ZFEB Position: Q1 2026 in Review

SHP Wealth Management held its Innovator Equity Defined Protection ETF - 1 Yr February (ZFEB) position steady in Q1 2026 at 1,043 shares worth $26.5K. The position accounts for ﹤0.01% of the portfolio, ranked #652.

SHP Wealth Management first reported a position in ZFEB in Q4 2025 and has held it in 2 quarters since. 99 funds tracked by Wall St. Rank hold ZFEB as of Q1 2026.

  • SHP Wealth Management held 1,043 shares of Innovator Equity Defined Protection ETF - 1 Yr February worth $26.5K as of Q1 2026.
  • SHP Wealth Management left its Innovator Equity Defined Protection ETF - 1 Yr February share count unchanged in Q1 2026.
  • Innovator Equity Defined Protection ETF - 1 Yr February made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #652 holding.
  • SHP Wealth Management first reported a position in Innovator Equity Defined Protection ETF - 1 Yr February in Q4 2025 and has held it in 2 quarters since.
  • 99 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr February as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.