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

Triad Wealth Partners’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 Q2	$3.72M	Buy	134,579 +24,052	+22%	+$654K	0.22%	76
2026 Q1	$2.93M	Buy	110,527 +34,727	+46%	+$928K	0.23%	81
2025 Q4	$2.02M	Buy	75,800 +33,166	+78%	+$880K	0.19%	87
2025 Q3	$1.13M	Buy	42,634 +19,845	+87%	+$519K	0.15%	111
2025 Q2	$591K	Buy	22,789 +7,518	+49%	+$190K	0.12%	133
2025 Q1	$383K	Buy	+15,271	New	+$385K	0.12%	127

Other funds holding ZNOV

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

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

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

Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

KAS

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

LWA

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Triad Wealth Partners's ZNOV Position: Q2 2026 in Review

Triad Wealth Partners increased its Innovator Equity Defined Protection ETF - 1 Yr November (ZNOV) stake by 22% in Q2 2026, buying an estimated $654K and bringing the position to 134,579 shares worth $3.72M. The position accounts for 0.22% of the portfolio, ranked #76.

Triad Wealth Partners first reported a position in ZNOV in Q1 2025 and has held it in 6 quarters since. 72 funds tracked by Wall St. Rank hold ZNOV as of Q2 2026.

Triad Wealth Partners held 134,579 shares of Innovator Equity Defined Protection ETF - 1 Yr November worth $3.72M as of Q2 2026.
Triad Wealth Partners bought 24,052 Innovator Equity Defined Protection ETF - 1 Yr November shares in Q2 2026, an estimated $654K.
Innovator Equity Defined Protection ETF - 1 Yr November made up 0.22% of Triad Wealth Partners's portfolio in Q2 2026, its #76 holding.
Triad Wealth Partners first reported a position in Innovator Equity Defined Protection ETF - 1 Yr November in Q1 2025 and has held it in 6 quarters since.
72 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr November as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.