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 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

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

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

KAS

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

Triad Wealth Partners's ZNOV Position: Q1 2026 in Review

Triad Wealth Partners increased its Innovator Equity Defined Protection ETF - 1 Yr November (ZNOV) stake by 46% in Q1 2026, buying an estimated $928K and bringing the position to 110,527 shares worth $2.93M. The position accounts for 0.23% of the portfolio, ranked #81.

Triad Wealth Partners first reported a position in ZNOV in Q1 2025 and has held it in 5 quarters since. 76 funds tracked by Wall St. Rank hold ZNOV as of Q1 2026.

Triad Wealth Partners held 110,527 shares of Innovator Equity Defined Protection ETF - 1 Yr November worth $2.93M as of Q1 2026.
Triad Wealth Partners bought 34,727 Innovator Equity Defined Protection ETF - 1 Yr November shares in Q1 2026, an estimated $928K.
Innovator Equity Defined Protection ETF - 1 Yr November made up 0.23% of Triad Wealth Partners's portfolio in Q1 2026, its #81 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 5 quarters since.
76 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr November as of Q1 2026.

Based on Triad Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.