TWM
ZFEB

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

Tradition Wealth Management’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 		$399K Buy
15,703
+5,472
+53% +$139K 0.03% 332
2025
Q4 		$260K Hold
10,231
– – 0.02% 414
2025
Q3 		$255K Sell
10,231
-2,373
-19% -$58.5K 0.02% 407
2025
Q2 		$307K Buy
+12,604
New +$301K 0.02% 348

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 $79.5B AUM 27.1% 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 $83.7B AUM 27.22% 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 $31B AUM 28.39% 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

Tradition Wealth Management's ZFEB Position: Q1 2026 in Review

Tradition Wealth Management increased its Innovator Equity Defined Protection ETF - 1 Yr February (ZFEB) stake by 53% in Q1 2026, buying an estimated $139K and bringing the position to 15,703 shares worth $399K. The position accounts for 0.03% of the portfolio, ranked #332.

Tradition Wealth Management first reported a position in ZFEB in Q2 2025 and has held it in 4 quarters since. 99 funds tracked by Wall St. Rank hold ZFEB as of Q1 2026.

  • Tradition Wealth Management held 15,703 shares of Innovator Equity Defined Protection ETF - 1 Yr February worth $399K as of Q1 2026.
  • Tradition Wealth Management bought 5,472 Innovator Equity Defined Protection ETF - 1 Yr February shares in Q1 2026, an estimated $139K.
  • Innovator Equity Defined Protection ETF - 1 Yr February made up 0.03% of Tradition Wealth Management's portfolio in Q1 2026, its #332 holding.
  • Tradition Wealth Management first reported a position in Innovator Equity Defined Protection ETF - 1 Yr February in Q2 2025 and has held it in 4 quarters since.
  • 99 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr February as of Q1 2026.

Based on Tradition Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.