Family Legacy Financial Solutions, LLC ZAPR — INNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR APRIL

Ownership history in Family Legacy Financial Solutions, LLC  ·  4 quarters on record

AI Ownership Summary

Family Legacy Financial Solutions, LLC reported INNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR APRIL (ZAPR) in 4 quarterly 13F filings from 2025 Q3 through 2026 Q2. Peak portfolio weight reached 1.32% in 2025 Q3. The latest visible filing shows ZAPR at 0.58% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this ZAPR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Family Legacy Financial Solutions, LLC's position in INNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR APRIL, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

ZAPR was reported at 0.58% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.32% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

ZAPR stock page Family Legacy Financial Solutions, LLC fund profile Family Legacy Financial Solutions, LLC full holdings
How Family Legacy Financial Solutions, LLC held ZAPR — position size vs. price
% of Fund (quarterly)    ZAPR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 35,650 -1,200 -3.3% 0.58% $950K 2026-07-14 $26.72
2026 Q1 REDUCED 37.0% +1.9% ❌ 36,850 -21,679 -37.0% 0.78% $962K 2026-04-15 $26.36
2025 Q4 REDUCED 13.7% +1.2% ❌ 58,529 -9,282 -13.7% 1.16% $1.5M 2026-01-20 $25.80
2025 Q3 INITIATED — — — 67,811 — — 1.32% $1.7M 2025-10-07 $25.44

🏢 Other funds also holding ZAPR

As of 2026 Q2 — sorted by position size

Sonoma Allocations LLC 0.45% Lineweaver Wealth Advisors, LLC 3Y 0.28% C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 3Y 0.13% Cypress Wealth Services, LLC 3Y 7Y 0.09% KELLY FINANCIAL GROUP LLC 0.07% Marshall Financial Group, LLC 3Y 0.04% Lantz Financial LLC 3Y 7Y 0.04% Brookstone Capital Management 3Y 7Y 0.01% Farther Finance Advisors, LLC 0.01% INDEPENDENT FINANCIAL GROUP, LLC 0.01%

FAQ About Family Legacy Financial Solutions, LLC and ZAPR

These are the practical questions this page is built to answer before you even open the full history table.

How long has Family Legacy Financial Solutions, LLC reported owning ZAPR?

Family Legacy Financial Solutions, LLC reported ZAPR across 4 quarterly 13F filings, from 2025 Q3 through 2026 Q2.

What was the largest reported ZAPR position in Family Legacy Financial Solutions, LLC's portfolio?

The largest reported portfolio weight for ZAPR was 1.32% in 2025 Q3.

What is the latest reported ZAPR position on this page?

The most recent filing on this page is 2026 Q2, when Family Legacy Financial Solutions, LLC reported 35,650 shares, equal to 0.58% of portfolio, with an estimated market value of $950K.

What does the chart on this ZAPR ownership page compare?

The chart compares Family Legacy Financial Solutions, LLC's quarterly ZAPR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Family Legacy Financial Solutions, LLC time their ZAPR position?

Based on 13F filing dates vs. subsequent ZAPR price moves, Family Legacy Financial Solutions, LLC correctly timed 1 out of 3 reported position changes (33%). The annualised alpha on ZAPR relative to SPY over the holding period was -9.4%.

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