AWM
ZMAY

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

AE Wealth Management’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
Q2 		$6.56M Buy
252,750
+250,789
+12,789% +$6.48M 0.03% 380
2026
Q1 		$50.2K Hold
1,961
– – ﹤0.01% 1956
2025
Q4 		$49.9K Sell
1,961
-695
-26% -$17.5K ﹤0.01% 1851
2025
Q3 		$66.7K Buy
2,656
+625
+31% +$15.6K ﹤0.01% 1658
2025
Q2 		$50.2K Buy
+2,031
New +$49.8K ﹤0.01% 1604

Other funds holding ZMAY

WAM
WealthCare Asset Management Springfield, Missouri $241M AUM
AWMI
Aegis Wealth Management (Iowa) Guthrie Center, Iowa $155M AUM
LWA
Lineweaver Wealth Advisors Valley View, Ohio $845M AUM 20.71% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KCM
Key Capital Management Hendersonville, Tn 37075, Tennessee $194M AUM
KWA
Kingswood Wealth Advisors San Diego, California $2.48B AUM 36.19% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

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

AE Wealth Management increased its Innovator Equity Defined Protection ETF - 1 Yr May (ZMAY) stake by 12,789% in Q2 2026, buying an estimated $6.48M and bringing the position to 252,750 shares worth $6.56M. The position accounts for 0.03% of the portfolio, ranked #380.

AE Wealth Management first reported a position in ZMAY in Q2 2025 and has held it in 5 quarters since. 36 funds tracked by Wall St. Rank hold ZMAY as of Q2 2026.

  • AE Wealth Management held 252,750 shares of Innovator Equity Defined Protection ETF - 1 Yr May worth $6.56M as of Q2 2026.
  • AE Wealth Management bought 250,789 Innovator Equity Defined Protection ETF - 1 Yr May shares in Q2 2026, an estimated $6.48M.
  • Innovator Equity Defined Protection ETF - 1 Yr May made up 0.03% of AE Wealth Management's portfolio in Q2 2026, its #380 holding.
  • AE Wealth Management first reported a position in Innovator Equity Defined Protection ETF - 1 Yr May in Q2 2025 and has held it in 5 quarters since.
  • 36 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr May as of Q2 2026.

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