SWM
ZSEP

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

Spire Wealth Management’s Portfolio ZSEP Stock Details ZSEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-11,598
Closed -$289K – 2603
2025
Q1 		$289K Sell
11,598
-2
-0% -$50 0.01% 724
2024
Q4 		$291K Buy
+11,600
New +$291K 0.01% 717