AAS
ZMAR

Avantax Advisory Services’s Innovator Equity Defined Protection ETF - 1 Yr March ZMAR Stock Holding History

Avantax Advisory Services’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
2025
Q2 		– Sell
-22,628
Closed -$583K – 2452
2025
Q1 		$583K Buy
+22,628
New +$584K ﹤0.01% 1410

Other funds holding ZMAR

CWMK
Caliber Wealth Management (Kansas) Overland Park, Kansas $1.04B AUM 25.31% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
AIC
Archer Investment Corporation Carmel, Indiana $469M AUM 19.1% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
LWA
Lineweaver Wealth Advisors Valley View, Ohio $845M AUM 20.71% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
BWM
Brown Wealth Management Naperville, Illinois $447M AUM 16.94% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

Avantax Advisory Services's ZMAR Position: Q2 2025 in Review

Avantax Advisory Services sold out of Innovator Equity Defined Protection ETF - 1 Yr March (ZMAR) in Q2 2025, closing a stake of 22,628 shares — an estimated $583K sold.

Avantax Advisory Services first reported a position in ZMAR in Q1 2025 and held it in 1 quarter. The position peaked at $583K in Q1 2025. 57 funds tracked by Wall St. Rank hold ZMAR as of Q2 2025.

  • Avantax Advisory Services reported no remaining Innovator Equity Defined Protection ETF - 1 Yr March position as of Q2 2025 after selling out during the quarter.
  • Avantax Advisory Services sold 22,628 Innovator Equity Defined Protection ETF - 1 Yr March shares in Q2 2025, an estimated $583K.
  • Avantax Advisory Services first reported a position in Innovator Equity Defined Protection ETF - 1 Yr March in Q1 2025 and held it in 1 quarter.
  • Avantax Advisory Services's Innovator Equity Defined Protection ETF - 1 Yr March position peaked at $583K in Q1 2025.
  • 57 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr March as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.