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Wealth Enhancement Advisory Services
ZFEB

Wealth Enhancement Advisory Services’s Innovator Equity Defined Protection ETF - 1 Yr February ZFEB Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio ZFEB Stock Details ZFEB Fund Activity
Bought
Maintained
Sold
Shares
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$460K Buy
17,664
+1,878
+12% +$48.5K ﹤0.01% 2763
2026
Q1
$401K Buy
15,786
+5,309
+51% +$135K ﹤0.01% 2505
2025
Q4
$266K Hold
10,477
– – ﹤0.01% 3018
2025
Q3
$262K Hold
10,477
– – ﹤0.01% 2899
2025
Q2
$256K Hold
10,477
– – ﹤0.01% 2773
2025
Q1
$248K Buy
+10,477
New +$250K ﹤0.01% 2586

Other funds holding ZFEB

LWA
Lineweaver Wealth Advisors Valley View, Ohio $841M AUM 20.71% 1-Year Est. Return
PWM
Peak Wealth Management Nashua, New Hampshire $143M AUM
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
KFG
Kelly Financial Group Wethersfield, Connecticut $450M AUM 16.51% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
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Common Fund Bets See what stocks and ETFs funds are collectively bullish/bearish on Largest Fund Trades Explore the largest stock and ETF buys and sells made by funds High Conviction Trades Discover high conviction trades that caused a significant change in a fund's stake in a stock Fund Manager Portfolios Gain insights from the world’s largest funds and super investors
Fund Manager Index Stock index based on fund manager consensus updated each quarter

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