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

Tradition Wealth Management’s Portfolio ZNOV Stock Details ZNOV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$205K	Hold	7,731	–	–	0.01%	473
2025 Q4	$206K	Buy	+7,731	New	+$205K	0.01%	459

Other funds holding ZNOV

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

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

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

ABWM

Alpine Bank Wealth Management Grand Junction, Colorado $688M AUM 15.3% 1-Year Est. Return

TWP

Triad Wealth Partners Lawrence, Kansas $1.26B AUM 17.86% 1-Year Est. Return

Syon Capital San Francisco, California $1.99B AUM 22.67% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

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

Tradition Wealth Management held its Innovator Equity Defined Protection ETF - 1 Yr November (ZNOV) position steady in Q1 2026 at 7,731 shares worth $205K. The position accounts for 0.01% of the portfolio, ranked #473.

Tradition Wealth Management first reported a position in ZNOV in Q4 2025 and has held it in 2 quarters since. The position peaked at $206K in Q4 2025. 76 funds tracked by Wall St. Rank hold ZNOV as of Q1 2026.

Tradition Wealth Management held 7,731 shares of Innovator Equity Defined Protection ETF - 1 Yr November worth $205K as of Q1 2026.
Tradition Wealth Management left its Innovator Equity Defined Protection ETF - 1 Yr November share count unchanged in Q1 2026.
Innovator Equity Defined Protection ETF - 1 Yr November made up 0.01% of Tradition Wealth Management's portfolio in Q1 2026, its #473 holding.
Tradition Wealth Management first reported a position in Innovator Equity Defined Protection ETF - 1 Yr November in Q4 2025 and has held it in 2 quarters since.
Tradition Wealth Management's Innovator Equity Defined Protection ETF - 1 Yr November position peaked at $206K in Q4 2025.
76 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr November as of Q1 2026.

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