Advisor OS’s Innovator Equity Defined Protection ETF - 1 Yr May ZMAY Stock Holding History

Advisor OS’s Portfolio ZMAY Stock Details ZMAY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.54M	Buy	+58,525	New	+$1.53M	0.1%	141

Other funds holding ZMAY

Howard Bailey Securities Fort Wayne, Indiana $259M AUM 9.88% 1-Year Est. Return

Csenge Advisory Group Clearwater, Florida $2.53B AUM 18.15% 1-Year Est. Return

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

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

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

IWMO

Integrated Wealth Management (Ohio) Uniontown, Ohio $102M AUM 14.25% 1-Year Est. Return

Kingswood Wealth Advisors San Diego, California $2.6B AUM 27.46% 1-Year Est. Return

Key Capital Management Hendersonville, Tn 37075, Tennessee $273M AUM 7.44% 1-Year Est. Return

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

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Advisor OS's ZMAY Position: Q3 2026 in Review

Advisor OS opened a new position in Innovator Equity Defined Protection ETF - 1 Yr May (ZMAY) in Q3 2026: 58,525 shares worth $1.54M. The stake represents 0.1% of the portfolio and ranks #141 among its holdings.

39 funds tracked by Wall St. Rank hold ZMAY as of Q3 2026.

Advisor OS held 58,525 shares of Innovator Equity Defined Protection ETF - 1 Yr May worth $1.54M as of Q3 2026.
Innovator Equity Defined Protection ETF - 1 Yr May was a new Advisor OS position in Q3 2026.
Innovator Equity Defined Protection ETF - 1 Yr May made up 0.1% of Advisor OS's portfolio in Q3 2026, its #141 holding.
39 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr May as of Q3 2026.

Based on Advisor OS's 13F filing for Q3 2026, filed 3 Nov 2026.