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

Beacon Pointe 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	$416K	Hold	14,731	–	–	﹤0.01%	1420
2026 Q1	$406K	Buy	14,731 +2,158	+17%	+$59.6K	﹤0.01%	1380
2025 Q4	$346K	Hold	12,573	–	–	﹤0.01%	1203
2025 Q3	$340K	Hold	12,573	–	–	﹤0.01%	1138
2025 Q2	$333K	Hold	12,573	–	–	﹤0.01%	1008
2025 Q1	$324K	Buy	+12,573	New	+$324K	﹤0.01%	994

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

Beacon Pointe Advisors's ZMAR Position: Q2 2026 in Review

Beacon Pointe Advisors held its Innovator Equity Defined Protection ETF - 1 Yr March (ZMAR) position steady in Q2 2026 at 14,731 shares worth $416K. The position accounts for ﹤0.01% of the portfolio, ranked #1420.

Beacon Pointe Advisors first reported a position in ZMAR in Q1 2025 and has held it in 6 quarters since. 85 funds tracked by Wall St. Rank hold ZMAR as of Q2 2026.

Beacon Pointe Advisors held 14,731 shares of Innovator Equity Defined Protection ETF - 1 Yr March worth $416K as of Q2 2026.
Beacon Pointe 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 ﹤0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #1420 holding.
Beacon Pointe Advisors first reported a position in Innovator Equity Defined Protection ETF - 1 Yr March in Q1 2025 and has held it in 6 quarters since.
85 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr March as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.