AE Wealth Management’s Innovator Equity Defined Protection ETF - 1 Yr March ZMAR Stock Holding History

AE Wealth Management’s Portfolio ZMAR Stock Details ZMAR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$981K	Hold	34,786	–	–	﹤0.01%	915
2026 Q1	$960K	Sell	34,786 -4,117	-11%	-$114K	0.01%	844
2025 Q4	$1.07M	Sell	38,903 -68,882	-64%	-$1.88M	0.01%	783
2025 Q3	$2.92M	Sell	107,785 -18,025	-14%	-$483K	0.02%	470
2025 Q2	$3.34M	Sell	125,810 -13,191	-9%	-$343K	0.02%	428
2025 Q1	$3.58M	Buy	+139,001	New	+$3.59M	0.03%	410

Other funds holding ZMAR

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

CNBT

Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LWA

Lineweaver Wealth Advisors Valley View, Ohio $845M AUM 20.71% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

AE Wealth Management's ZMAR Position: Q2 2026 in Review

AE Wealth Management held its Innovator Equity Defined Protection ETF - 1 Yr March (ZMAR) position steady in Q2 2026 at 34,786 shares worth $981K. The position accounts for ﹤0.01% of the portfolio, ranked #915.

AE Wealth Management first reported a position in ZMAR in Q1 2025 and has held it in 6 quarters since. The position peaked at $3.58M in Q1 2025. 85 funds tracked by Wall St. Rank hold ZMAR as of Q2 2026.

AE Wealth Management held 34,786 shares of Innovator Equity Defined Protection ETF - 1 Yr March worth $981K as of Q2 2026.
AE Wealth Management left its Innovator Equity Defined Protection ETF - 1 Yr March share count unchanged in Q2 2026.
Innovator Equity Defined Protection ETF - 1 Yr March made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #915 holding.
AE Wealth Management first reported a position in Innovator Equity Defined Protection ETF - 1 Yr March in Q1 2025 and has held it in 6 quarters since.
AE Wealth Management's Innovator Equity Defined Protection ETF - 1 Yr March position peaked at $3.58M in Q1 2025.
85 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr March as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.