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 Q3	$367K	Hold	13,933	–	–	0.02%	311
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

Trek Financial Scottsdale, Arizona $2.16B AUM 42.56% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.75B AUM 16.25% 1-Year Est. Return

Alpine Bank Wealth Management Grand Junction, Colorado $773M AUM 12.02% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Ameritas Advisory Services Lincoln, Nebraska $5.22B AUM 19.55% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $32.8B AUM 18.62% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Summit Wealth Group (Colorado)'s ZFEB Position: Q3 2026 in Review

Summit Wealth Group (Colorado) held its Innovator Equity Defined Protection ETF - 1 Yr February (ZFEB) position steady in Q3 2026 at 13,933 shares worth $367K. The position accounts for 0.02% of the portfolio, ranked #311.

Summit Wealth Group (Colorado) first reported a position in ZFEB in Q2 2025 and has held it in 5 quarters since. 89 funds tracked by Wall St. Rank hold ZFEB as of Q3 2026.

Summit Wealth Group (Colorado) held 13,933 shares of Innovator Equity Defined Protection ETF - 1 Yr February worth $367K as of Q3 2026.
Summit Wealth Group (Colorado) left its Innovator Equity Defined Protection ETF - 1 Yr February share count unchanged in Q3 2026.
Innovator Equity Defined Protection ETF - 1 Yr February made up 0.02% of Summit Wealth Group (Colorado)'s portfolio in Q3 2026, its #311 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 5 quarters since.
89 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr February as of Q3 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q3 2026, filed 29 Oct 2026.