SVWAG
ZSEP

Sound View Wealth Advisors Group’s Innovator Equity Defined Protection ETF - 1 Yr September ZSEP Stock Holding History

Sound View Wealth Advisors Group’s Portfolio ZSEP Stock Details ZSEP Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$209K Hold
8,087
– – 0.02% 403
2025
Q1 		$202K Sell
8,087
-3,342
-29% -$83.3K 0.02% 398
2024
Q4 		$287K Buy
11,429
+2,683
+31% +$67.3K 0.02% 345
2024
Q3 		$218K Buy
+8,746
New +$218K 0.02% 390