ZAPR — Innovator Etfs Trust (equity Defined Protn ETF 1 YR April)

Ownership history in Atlantic Private Wealth, LLC  ·  3 quarters on record

This page tracks every 13F SEC filing in which Atlantic Private Wealth, LLC reported a position in Innovator Etfs Trust (equity Defined Protn ETF 1 YR April) (ZAPR). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.43% (2025 Q2)
Avg. % of fund
0.42%
First filed
2025 Q2
Last filed
2025 Q4
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 UNCHANGED 25,531 — 0% 0.42% $658K $25.78
2025 Q3 UNCHANGED 25,531 — 0% 0.42% $650K $25.44
2025 Q2 INITIATED 25,531 — — 0.43% $640K $25.05
% of Fund (quarterly)    ZAPR price (monthly, adj. close)

Other funds also holding ZAPR

As of 2025 Q4 — sorted by position size

Lineweaver Wealth Advisors, LLC 3Y 0.23% CENTRAL VALLEY ADVISORS, LLC 0.19% FSA Advisors, Inc. 0.17% KFG WEALTH MANAGEMENT, LLC 3Y 0.17% Cypress Wealth Services, LLC 3Y 7Y 0.1% Wick Capital Partners, LLC 3Y 0.09% Legacy Capital Wealth Partners, LLC 3Y 0.06% Marshall Financial Group, LLC 3Y 0.05% C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 3Y 0.05% Triad Wealth Partners, LLC 0.03%
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