Summit Wealth Partners’s Innovator Equity Defined Protection ETF - 1 Yr February ZFEB Stock Holding History

Summit Wealth Partners’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	$990K	Buy	38,112 +386	+1%	+$9.97K	0.14%	108
2026 Q1	$958K	Buy	+37,726	New	+$961K	0.15%	105
2025 Q4	–	Sell	-12,272	Closed	-$306K	–	224
2025 Q3	$306K	Sell	12,272 -11,541	-48%	-$285K	0.06%	179
2025 Q2	$581K	Hold	23,813	–	–	0.11%	119
2025 Q1	$563K	Buy	+23,813	New	+$567K	0.11%	118

Other funds holding ZFEB

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

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

BWM

Blossom Wealth Management San Ramon, Ca, California $71M AUM 18.12% 1-Year Est. Return

KAS

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

IAS

Integrity Advisory Solutions Dallas, Texas $972M AUM 20.13% 1-Year Est. Return

LWA

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

PWM

Peak Wealth Management Nashua, New Hampshire $143M AUM

CNBT

Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM

Summit Wealth Partners's ZFEB Position: Q2 2026 in Review

Summit Wealth Partners increased its Innovator Equity Defined Protection ETF - 1 Yr February (ZFEB) stake by 1% in Q2 2026, buying an estimated $9.97K and bringing the position to 38,112 shares worth $990K. The position accounts for 0.14% of the portfolio, ranked #108.

Summit Wealth Partners first reported a position in ZFEB in Q1 2025 and has held it in 5 quarters since. 47 funds tracked by Wall St. Rank hold ZFEB as of Q2 2026.

Summit Wealth Partners held 38,112 shares of Innovator Equity Defined Protection ETF - 1 Yr February worth $990K as of Q2 2026.
Summit Wealth Partners bought 386 Innovator Equity Defined Protection ETF - 1 Yr February shares in Q2 2026, an estimated $9.97K.
Innovator Equity Defined Protection ETF - 1 Yr February made up 0.14% of Summit Wealth Partners's portfolio in Q2 2026, its #108 holding.
Summit Wealth Partners first reported a position in Innovator Equity Defined Protection ETF - 1 Yr February in Q1 2025 and has held it in 5 quarters since.
47 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr February as of Q2 2026.

Based on Summit Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.