AWMI
ZMAY

Aegis Wealth Management (Iowa)’s Innovator Equity Defined Protection ETF - 1 Yr May ZMAY Stock Holding History

Aegis Wealth Management (Iowa)’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 		$2.7M Buy
+104,166
New +$2.69M 1.75% 10

Other funds holding ZMAY

LWA
Lineweaver Wealth Advisors Valley View, Ohio $845M AUM 20.71% 1-Year Est. Return
OC
Optima Capital Beaverton, Oregon $253M AUM 21.52% 1-Year Est. Return
CWS
Cypress Wealth Services Palm Desert, California $815M AUM 27.86% 1-Year Est. Return
CVA
Central Valley Advisors Sacramento, California $390M AUM 20.62% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM
KWM
KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return
EWM
Evolution Wealth Management Fort Myers, Florida $170M AUM 19.89% 1-Year Est. Return
DFA
DHJJ Financial Advisors Naperville, Illinois $347M AUM 22.07% 1-Year Est. Return

Aegis Wealth Management (Iowa)'s ZMAY Position: Q2 2026 in Review

Aegis Wealth Management (Iowa) opened a new position in Innovator Equity Defined Protection ETF - 1 Yr May (ZMAY) in Q2 2026: 104,166 shares worth $2.7M. The stake represents 1.75% of the portfolio and ranks #10 among its holdings.

16 funds tracked by Wall St. Rank hold ZMAY as of Q2 2026.

  • Aegis Wealth Management (Iowa) held 104,166 shares of Innovator Equity Defined Protection ETF - 1 Yr May worth $2.7M as of Q2 2026.
  • Innovator Equity Defined Protection ETF - 1 Yr May was a new Aegis Wealth Management (Iowa) position in Q2 2026.
  • Innovator Equity Defined Protection ETF - 1 Yr May made up 1.75% of Aegis Wealth Management (Iowa)'s portfolio in Q2 2026, its #10 holding.
  • 16 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr May as of Q2 2026.

Based on Aegis Wealth Management (Iowa)'s 13F filing for Q2 2026, filed 16 Jul 2026.