SWGC
ZFEB

Summit Wealth Group (Colorado)’s Innovator Equity Defined Protection ETF - 1 Yr February ZFEB Stock Holding History

Summit Wealth Group (Colorado)’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
Q2 		$362K Hold
13,933
– – 0.03% 271
2026
Q1 		$354K Hold
13,933
– – 0.04% 231
2025
Q4 		$354K Buy
+13,933
New +$350K 0.05% 190
2025
Q3 		– Sell
-14,123
Closed -$344K – 646
2025
Q2 		$344K Buy
+14,123
New +$337K 0.09% 165

Other funds holding ZFEB

TF
Trek Financial Scottsdale, Arizona $2.01B AUM 53.49% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
ABWM
Alpine Bank Wealth Management Grand Junction, Colorado $779M AUM 19.75% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $4.96B AUM 27.52% 1-Year Est. Return
NC
NovaPoint Capital Atlanta, Georgia $481M AUM 32.01% 1-Year Est. Return

Summit Wealth Group (Colorado)'s ZFEB Position: Q2 2026 in Review

Summit Wealth Group (Colorado) held its Innovator Equity Defined Protection ETF - 1 Yr February (ZFEB) position steady in Q2 2026 at 13,933 shares worth $362K. The position accounts for 0.03% of the portfolio, ranked #271.

Summit Wealth Group (Colorado) first reported a position in ZFEB in Q2 2025 and has held it in 4 quarters since. 103 funds tracked by Wall St. Rank hold ZFEB as of Q2 2026.

  • Summit Wealth Group (Colorado) held 13,933 shares of Innovator Equity Defined Protection ETF - 1 Yr February worth $362K as of Q2 2026.
  • Summit Wealth Group (Colorado) left its Innovator Equity Defined Protection ETF - 1 Yr February share count unchanged in Q2 2026.
  • Innovator Equity Defined Protection ETF - 1 Yr February made up 0.03% of Summit Wealth Group (Colorado)'s portfolio in Q2 2026, its #271 holding.
  • Summit Wealth Group (Colorado) first reported a position in Innovator Equity Defined Protection ETF - 1 Yr February in Q2 2025 and has held it in 4 quarters since.
  • 103 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr February as of Q2 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q2 2026, filed 28 Jul 2026.