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

Brown 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
2026 Q3	$982K	Sell	34,284 -3,405	-9%	-$96.9K	0.22%	54
2026 Q2	$1.06M	Buy	37,689 +4,793	+15%	+$134K	0.24%	54
2026 Q1	$907K	Sell	32,896 -5,464	-14%	-$151K	0.23%	53
2025 Q4	$1.05M	Buy	38,360 +3,025	+9%	+$82.4K	0.28%	51
2025 Q3	$957K	Sell	35,335 -16,707	-32%	-$448K	0.27%	55
2025 Q2	$1.38M	Buy	+52,042	New	+$1.35M	0.43%	45

Other funds holding ZMAR

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

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

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

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Integrity Advisory Solutions Dallas, Texas $953M AUM 12.91% 1-Year Est. Return

IMG Wealth Management Jacksonville, Florida $194M AUM 15.1% 1-Year Est. Return

KFG Wealth Management Granger, Indiana $922M AUM 10.87% 1-Year Est. Return

CVA

Central Valley Advisors Sacramento, California $372M AUM 14.86% 1-Year Est. Return

Trek Financial Scottsdale, Arizona $2.16B AUM 42.56% 1-Year Est. Return

Wealth Advisory Solutions Indiianapolis, Indiana $484M AUM 15.98% 1-Year Est. Return

Brown Wealth Management's ZMAR Position: Q3 2026 in Review

Brown Wealth Management reduced its Innovator Equity Defined Protection ETF - 1 Yr March (ZMAR) stake by 9% in Q3 2026, selling an estimated $96.9K and leaving 34,284 shares worth $982K. The position accounts for 0.22% of the portfolio, ranked #54.

Brown Wealth Management first reported a position in ZMAR in Q2 2025 and has held it in 6 quarters since. The position peaked at $1.38M in Q2 2025. 30 funds tracked by Wall St. Rank hold ZMAR as of Q3 2026.

Brown Wealth Management held 34,284 shares of Innovator Equity Defined Protection ETF - 1 Yr March worth $982K as of Q3 2026.
Brown Wealth Management sold 3,405 Innovator Equity Defined Protection ETF - 1 Yr March shares in Q3 2026, an estimated $96.9K.
Innovator Equity Defined Protection ETF - 1 Yr March made up 0.22% of Brown Wealth Management's portfolio in Q3 2026, its #54 holding.
Brown Wealth Management first reported a position in Innovator Equity Defined Protection ETF - 1 Yr March in Q2 2025 and has held it in 6 quarters since.
Brown Wealth Management's Innovator Equity Defined Protection ETF - 1 Yr March position peaked at $1.38M in Q2 2025.
30 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr March as of Q3 2026.

Based on Brown Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.