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 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

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

Brown Wealth Management's ZMAR Position: Q2 2026 in Review

Brown Wealth Management increased its Innovator Equity Defined Protection ETF - 1 Yr March (ZMAR) stake by 15% in Q2 2026, buying an estimated $134K and bringing the position to 37,689 shares worth $1.06M. The position accounts for 0.24% of the portfolio, ranked #54.

Brown Wealth Management first reported a position in ZMAR in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.38M in Q2 2025. 85 funds tracked by Wall St. Rank hold ZMAR as of Q2 2026.

Brown Wealth Management held 37,689 shares of Innovator Equity Defined Protection ETF - 1 Yr March worth $1.06M as of Q2 2026.
Brown Wealth Management bought 4,793 Innovator Equity Defined Protection ETF - 1 Yr March shares in Q2 2026, an estimated $134K.
Innovator Equity Defined Protection ETF - 1 Yr March made up 0.24% of Brown Wealth Management's portfolio in Q2 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 5 quarters since.
Brown Wealth Management's Innovator Equity Defined Protection ETF - 1 Yr March position peaked at $1.38M in Q2 2025.
85 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr March as of Q2 2026.

Based on Brown Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.