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

Buska 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 Q4	–	Sell	-15,416	Closed	-$417K	–	79
2025 Q3	$417K	Sell	15,416 -3	-0%	-$80	0.13%	42
2025 Q2	$409K	Hold	15,419	–	–	0.11%	43
2025 Q1	$397K	Buy	+15,419	New	+$398K	0.12%	42

Other funds holding ZMAR

CWMK

Caliber Wealth Management (Kansas) Overland Park, Kansas $914M AUM 21.56% 1-Year Est. Return

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

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

MMA

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

LWA

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

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

KAS

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

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

AIC

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

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Buska Wealth Management's ZMAR Position: Q4 2025 in Review

Buska Wealth Management sold out of Innovator Equity Defined Protection ETF - 1 Yr March (ZMAR) in Q4 2025, closing a stake of 15,416 shares — an estimated $417K sold.

Buska Wealth Management first reported a position in ZMAR in Q1 2025 and held it in 3 quarters. The position peaked at $417K in Q3 2025. 61 funds tracked by Wall St. Rank hold ZMAR as of Q4 2025.

Buska Wealth Management reported no remaining Innovator Equity Defined Protection ETF - 1 Yr March position as of Q4 2025 after selling out during the quarter.
Buska Wealth Management sold 15,416 Innovator Equity Defined Protection ETF - 1 Yr March shares in Q4 2025, an estimated $417K.
Buska Wealth Management first reported a position in Innovator Equity Defined Protection ETF - 1 Yr March in Q1 2025 and held it in 3 quarters.
Buska Wealth Management's Innovator Equity Defined Protection ETF - 1 Yr March position peaked at $417K in Q3 2025.
61 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr March as of Q4 2025.

Based on Buska Wealth Management's 13F filing for Q4 2025, filed 22 Jan 2026.