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

Bright Futures 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 Q1	$2.28M	Buy	+89,497	New	+$2.31M	2.5%	10

Other funds holding ZMAR

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

FFS

Founders Financial Securities Towson, Maryland $1.77B AUM 17.63% 1-Year Est. Return

LWA

Lineweaver Wealth Advisors Valley View, Ohio $845M AUM 20.71% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

AIC

Archer Investment Corporation Carmel, Indiana $469M AUM 19.1% 1-Year Est. Return

Bright Futures Wealth Management's ZMAR Position: Q1 2025 in Review

Bright Futures Wealth Management opened a new position in Innovator Equity Defined Protection ETF - 1 Yr March (ZMAR) in Q1 2025: 89,497 shares worth $2.28M. The stake represents 2.5% of the portfolio and ranks #10 among its holdings.

39 funds tracked by Wall St. Rank hold ZMAR as of Q1 2025.

Bright Futures Wealth Management held 89,497 shares of Innovator Equity Defined Protection ETF - 1 Yr March worth $2.28M as of Q1 2025.
Innovator Equity Defined Protection ETF - 1 Yr March was a new Bright Futures Wealth Management position in Q1 2025.
Innovator Equity Defined Protection ETF - 1 Yr March made up 2.5% of Bright Futures Wealth Management's portfolio in Q1 2025, its #10 holding.
39 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr March as of Q1 2025.

Based on Bright Futures Wealth Management's 13F filing for Q1 2025, filed 22 Apr 2025.