Spire Wealth Management’s Innovator Equity Defined Protection ETF - 1 Yr November ZNOV Stock Holding History

Spire Wealth Management’s Portfolio ZNOV Stock Details ZNOV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$220K	Sell	8,026 -1	-0%	-$27	0.01%	754
2026 Q1	$213K	Sell	8,027 -1	-0%	-$27	0.01%	758
2025 Q4	$214K	Buy	8,028 +3	+0%	+$80	0.01%	775
2025 Q3	$212K	Hold	8,025	–	–	0.01%	769
2025 Q2	$208K	Sell	8,025 -2	-0%	-$51	0.01%	757
2025 Q1	$201K	Hold	8,027	–	–	0.01%	823
2024 Q4	$201K	Buy	+8,027	New	+$202K	0.01%	818

Other funds holding ZNOV

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

LWA

Lineweaver Wealth Advisors Valley View, Ohio $845M AUM 20.71% 1-Year Est. Return

CWS

Cypress Wealth Services Palm Desert, California $815M AUM 27.86% 1-Year Est. Return

EMAM

Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

KWM

KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return

Spire Wealth Management's ZNOV Position: Q2 2026 in Review

Spire Wealth Management reduced its Innovator Equity Defined Protection ETF - 1 Yr November (ZNOV) stake by 0.01% in Q2 2026, selling an estimated $27 and leaving 8,026 shares worth $220K. The position accounts for 0.01% of the portfolio, ranked #754.

Spire Wealth Management first reported a position in ZNOV in Q4 2024 and has held it in 7 quarters since. 28 funds tracked by Wall St. Rank hold ZNOV as of Q2 2026.

Spire Wealth Management held 8,026 shares of Innovator Equity Defined Protection ETF - 1 Yr November worth $220K as of Q2 2026.
Spire Wealth Management sold 1 Innovator Equity Defined Protection ETF - 1 Yr November share in Q2 2026, an estimated $27.
Innovator Equity Defined Protection ETF - 1 Yr November made up 0.01% of Spire Wealth Management's portfolio in Q2 2026, its #754 holding.
Spire Wealth Management first reported a position in Innovator Equity Defined Protection ETF - 1 Yr November in Q4 2024 and has held it in 7 quarters since.
28 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr November as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.