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 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 $38.8B AUM 21.88% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

CNC

Canandaigua National Corp Canandaigua, New York $1.12B AUM

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

LWA

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return

Brown Wealth Management's ZMAR Position: Q1 2026 in Review

Brown Wealth Management reduced its Innovator Equity Defined Protection ETF - 1 Yr March (ZMAR) stake by 14% in Q1 2026, selling an estimated $151K and leaving 32,896 shares worth $907K. The position accounts for 0.23% of the portfolio, ranked #53.

Brown Wealth Management first reported a position in ZMAR in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.38M in Q2 2025. 82 funds tracked by Wall St. Rank hold ZMAR as of Q1 2026.

Brown Wealth Management held 32,896 shares of Innovator Equity Defined Protection ETF - 1 Yr March worth $907K as of Q1 2026.
Brown Wealth Management sold 5,464 Innovator Equity Defined Protection ETF - 1 Yr March shares in Q1 2026, an estimated $151K.
Innovator Equity Defined Protection ETF - 1 Yr March made up 0.23% of Brown Wealth Management's portfolio in Q1 2026, its #53 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 4 quarters since.
Brown Wealth Management's Innovator Equity Defined Protection ETF - 1 Yr March position peaked at $1.38M in Q2 2025.
82 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr March as of Q1 2026.

Based on Brown Wealth Management's 13F filing for Q1 2026, filed 9 Apr 2026.