SWM
ZSEP

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

SHP Wealth Management’s Portfolio ZSEP Stock Details ZSEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$18K Buy
+652
New +$17.8K ﹤0.01% 815

Other funds holding ZSEP

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SIA
Soltis Investment Advisors St. George, Utah $1.8B AUM 27.41% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
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
KWM
KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.59B AUM 31.63% 1-Year Est. Return

SHP Wealth Management's ZSEP Position: Q2 2026 in Review

SHP Wealth Management opened a new position in Innovator Equity Defined Protection ETF - 1 Yr September (ZSEP) in Q2 2026: 652 shares worth $18K. The stake represents ﹤0.01% of the portfolio and ranks #815 among its holdings.

74 funds tracked by Wall St. Rank hold ZSEP as of Q2 2026.

  • SHP Wealth Management held 652 shares of Innovator Equity Defined Protection ETF - 1 Yr September worth $18K as of Q2 2026.
  • Innovator Equity Defined Protection ETF - 1 Yr September was a new SHP Wealth Management position in Q2 2026.
  • Innovator Equity Defined Protection ETF - 1 Yr September made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #815 holding.
  • 74 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr September as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.