Apriem Advisors’s Innovator Equity Defined Protection ETF - 1 Yr March ZMAR Stock Holding History

Apriem Advisors’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	$274K	Hold	9,700	–	–	0.02%	161
2026 Q1	$268K	Hold	9,700	–	–	0.03%	156
2025 Q4	$267K	Hold	9,700	–	–	0.02%	160
2025 Q3	$263K	Hold	9,700	–	–	0.02%	159
2025 Q2	$257K	Buy	+9,700	New	+$252K	0.03%	159

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

Apriem Advisors's ZMAR Position: Q2 2026 in Review

Apriem Advisors held its Innovator Equity Defined Protection ETF - 1 Yr March (ZMAR) position steady in Q2 2026 at 9,700 shares worth $274K. The position accounts for 0.02% of the portfolio, ranked #161.

Apriem Advisors first reported a position in ZMAR in Q2 2025 and has held it in 5 quarters since. 85 funds tracked by Wall St. Rank hold ZMAR as of Q2 2026.

Apriem Advisors held 9,700 shares of Innovator Equity Defined Protection ETF - 1 Yr March worth $274K as of Q2 2026.
Apriem Advisors 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 0.02% of Apriem Advisors's portfolio in Q2 2026, its #161 holding.
Apriem Advisors first reported a position in Innovator Equity Defined Protection ETF - 1 Yr March in Q2 2025 and has held it in 5 quarters since.
85 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr March as of Q2 2026.

Based on Apriem Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.