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

Beam Wealth 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 Q3	$736K	Hold	25,705	–	–	0.16%	91
2026 Q2	$725K	Hold	25,705	–	–	0.16%	91
2026 Q1	$709K	Hold	25,705	–	–	0.18%	85
2025 Q4	$707K	Hold	25,705	–	–	0.19%	83
2025 Q3	$696K	Buy	+25,705	New	+$689K	0.19%	86

Other funds holding ZMAR

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Lineweaver Wealth Advisors Valley View, Ohio $863M AUM 14.27% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Miracle Mile Advisors Los Angeles, California $8.91B AUM 15.32% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Beam Wealth Advisors's ZMAR Position: Q3 2026 in Review

Beam Wealth Advisors held its Innovator Equity Defined Protection ETF - 1 Yr March (ZMAR) position steady in Q3 2026 at 25,705 shares worth $736K. The position accounts for 0.16% of the portfolio, ranked #91.

Beam Wealth Advisors first reported a position in ZMAR in Q3 2025 and has held it in 5 quarters since. 69 funds tracked by Wall St. Rank hold ZMAR as of Q3 2026.

Beam Wealth Advisors held 25,705 shares of Innovator Equity Defined Protection ETF - 1 Yr March worth $736K as of Q3 2026.
Beam Wealth Advisors left its Innovator Equity Defined Protection ETF - 1 Yr March share count unchanged in Q3 2026.
Innovator Equity Defined Protection ETF - 1 Yr March made up 0.16% of Beam Wealth Advisors's portfolio in Q3 2026, its #91 holding.
Beam Wealth Advisors first reported a position in Innovator Equity Defined Protection ETF - 1 Yr March in Q3 2025 and has held it in 5 quarters since.
69 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr March as of Q3 2026.

Based on Beam Wealth Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.