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 Q3	$3.54M	Sell	126,747 -7,832	-6%	-$217K	0.2%	79
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 $45.2B AUM 20.72% 1-Year Est. Return

Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Alpine Bank Wealth Management Grand Junction, Colorado $773M AUM 12.02% 1-Year Est. Return

Lord & Richards Wealth Management Highlands Ranch, Colorado $131M AUM 11.17% 1-Year Est. Return

Brinker Capital Investments Berwyn, Pennsylvania $17.5B AUM 20.48% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Lineweaver Wealth Advisors Valley View, Ohio $863M AUM 14.27% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Encompass More Asset Management Danville, California $712M AUM 16.28% 1-Year Est. Return

Triad Wealth Partners's ZNOV Position: Q3 2026 in Review

Triad Wealth Partners reduced its Innovator Equity Defined Protection ETF - 1 Yr November (ZNOV) stake by 5.8% in Q3 2026, selling an estimated $217K and leaving 126,747 shares worth $3.54M. The position accounts for 0.2% of the portfolio, ranked #79.

Triad Wealth Partners first reported a position in ZNOV in Q1 2025 and has held it in 7 quarters since. The position peaked at $3.72M in Q2 2026. 67 funds tracked by Wall St. Rank hold ZNOV as of Q3 2026.

Triad Wealth Partners held 126,747 shares of Innovator Equity Defined Protection ETF - 1 Yr November worth $3.54M as of Q3 2026.
Triad Wealth Partners sold 7,832 Innovator Equity Defined Protection ETF - 1 Yr November shares in Q3 2026, an estimated $217K.
Innovator Equity Defined Protection ETF - 1 Yr November made up 0.2% of Triad Wealth Partners's portfolio in Q3 2026, its #79 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 7 quarters since.
Triad Wealth Partners's Innovator Equity Defined Protection ETF - 1 Yr November position peaked at $3.72M in Q2 2026.
67 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr November as of Q3 2026.

Based on Triad Wealth Partners's 13F filing for Q3 2026, filed 26 Oct 2026.