SPIA
ZFEB

Steward Partners Investment Advisory’s Innovator Equity Defined Protection ETF - 1 Yr February ZFEB Stock Holding History

Steward Partners Investment Advisory’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 		$555K Buy
21,859
+17,188
+368% +$438K ﹤0.01% 1463
2025
Q4 		$119K Hold
4,671
– – ﹤0.01% 2203
2025
Q3 		$117K Hold
4,671
– – ﹤0.01% 2137
2025
Q2 		$114K Buy
4,671
+4,254
+1,020% +$102K ﹤0.01% 2037
2025
Q1 		$9.87K Buy
+417
New +$9.94K ﹤0.01% 3101

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 $71.6B AUM 21.08% 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 $399M AUM 26.97% 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 $74.2B AUM 21.09% 1-Year Est. Return
ABWM
Alpine Bank Wealth Management Grand Junction, Colorado $688M AUM 15.3% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Steward Partners Investment Advisory's ZFEB Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its Innovator Equity Defined Protection ETF - 1 Yr February (ZFEB) stake by 368% in Q1 2026, buying an estimated $438K and bringing the position to 21,859 shares worth $555K. The position accounts for ﹤0.01% of the portfolio, ranked #1463.

Steward Partners Investment Advisory first reported a position in ZFEB in Q1 2025 and has held it in 5 quarters since. 98 funds tracked by Wall St. Rank hold ZFEB as of Q1 2026.

  • Steward Partners Investment Advisory held 21,859 shares of Innovator Equity Defined Protection ETF - 1 Yr February worth $555K as of Q1 2026.
  • Steward Partners Investment Advisory bought 17,188 Innovator Equity Defined Protection ETF - 1 Yr February shares in Q1 2026, an estimated $438K.
  • Innovator Equity Defined Protection ETF - 1 Yr February made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #1463 holding.
  • Steward Partners Investment Advisory first reported a position in Innovator Equity Defined Protection ETF - 1 Yr February in Q1 2025 and has held it in 5 quarters since.
  • 98 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr February as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.