BTWM
ZMAR

Brass Tax Wealth Management’s Innovator Equity Defined Protection ETF - 1 Yr March ZMAR Stock Holding History

Brass Tax Wealth Management’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
Q3 		$349K Hold
12,898
– – 0.06% 157
2025
Q2 		$342K Hold
12,898
– – 0.07% 154
2025
Q1 		$332K Buy
+12,898
New +$333K 0.07% 139

Other funds holding ZMAR

CWMK
Caliber Wealth Management (Kansas) Overland Park, Kansas $1.04B AUM 25.31% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
AIC
Archer Investment Corporation Carmel, Indiana $469M AUM 19.1% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 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 $26.4B AUM 21.05% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

Brass Tax Wealth Management's ZMAR Position: Q3 2025 in Review

Brass Tax Wealth Management held its Innovator Equity Defined Protection ETF - 1 Yr March (ZMAR) position steady in Q3 2025 at 12,898 shares worth $349K. The position accounts for 0.06% of the portfolio, ranked #157.

Brass Tax Wealth Management first reported a position in ZMAR in Q1 2025 and has held it in 3 quarters since. 60 funds tracked by Wall St. Rank hold ZMAR as of Q3 2025.

  • Brass Tax Wealth Management held 12,898 shares of Innovator Equity Defined Protection ETF - 1 Yr March worth $349K as of Q3 2025.
  • Brass Tax Wealth Management left its Innovator Equity Defined Protection ETF - 1 Yr March share count unchanged in Q3 2025.
  • Innovator Equity Defined Protection ETF - 1 Yr March made up 0.06% of Brass Tax Wealth Management's portfolio in Q3 2025, its #157 holding.
  • Brass Tax Wealth Management first reported a position in Innovator Equity Defined Protection ETF - 1 Yr March in Q1 2025 and has held it in 3 quarters since.
  • 60 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr March as of Q3 2025.

Based on Brass Tax Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.