AA
ZMAR

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
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
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CNC
Canandaigua National Corp Canandaigua, New York $1.12B AUM
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
LWA
Lineweaver Wealth Advisors Valley View, Ohio $845M AUM 20.71% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return

Apriem Advisors's ZMAR Position: Q1 2026 in Review

Apriem Advisors held its Innovator Equity Defined Protection ETF - 1 Yr March (ZMAR) position steady in Q1 2026 at 9,700 shares worth $268K. The position accounts for 0.03% of the portfolio, ranked #156.

Apriem Advisors first reported a position in ZMAR in Q2 2025 and has held it in 4 quarters since. 82 funds tracked by Wall St. Rank hold ZMAR as of Q1 2026.

  • Apriem Advisors held 9,700 shares of Innovator Equity Defined Protection ETF - 1 Yr March worth $268K as of Q1 2026.
  • Apriem Advisors left its Innovator Equity Defined Protection ETF - 1 Yr March share count unchanged in Q1 2026.
  • Innovator Equity Defined Protection ETF - 1 Yr March made up 0.03% of Apriem Advisors's portfolio in Q1 2026, its #156 holding.
  • Apriem Advisors first reported a position in Innovator Equity Defined Protection ETF - 1 Yr March in Q2 2025 and has held it in 4 quarters since.
  • 82 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr March as of Q1 2026.

Based on Apriem Advisors's 13F filing for Q1 2026, filed 15 May 2026.