Caliber Wealth Management (Kansas)’s Innovator Equity Defined Protection ETF - 1 Yr March ZMAR Stock Holding History

Caliber Wealth Management (Kansas)’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	$789K	Sell	27,952 -9,779	-26%	-$274K	0.08%	149
2026 Q1	$1.04M	Sell	37,731 -756,514	-95%	-$20.9M	0.11%	129
2025 Q4	$21.8M	Sell	794,245 -604	-0.1%	-$16.5K	2.35%	9
2025 Q3	$21.5M	Sell	794,849 -964	-0.1%	-$25.8K	2.4%	8
2025 Q2	$21.1M	Buy	+795,813	New	+$20.7M	2.27%	7

Other funds holding ZMAR

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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

LWA

Lineweaver Wealth Advisors Valley View, Ohio $845M AUM 20.71% 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

BWM

Brown Wealth Management Naperville, Illinois $447M AUM 16.94% 1-Year Est. Return

KWM

KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Caliber Wealth Management (Kansas)'s ZMAR Position: Q2 2026 in Review

Caliber Wealth Management (Kansas) reduced its Innovator Equity Defined Protection ETF - 1 Yr March (ZMAR) stake by 26% in Q2 2026, selling an estimated $274K and leaving 27,952 shares worth $789K. The position accounts for 0.08% of the portfolio, ranked #149.

Caliber Wealth Management (Kansas) first reported a position in ZMAR in Q2 2025 and has held it in 5 quarters since. The position peaked at $21.8M in Q4 2025. 39 funds tracked by Wall St. Rank hold ZMAR as of Q2 2026.

Caliber Wealth Management (Kansas) held 27,952 shares of Innovator Equity Defined Protection ETF - 1 Yr March worth $789K as of Q2 2026.
Caliber Wealth Management (Kansas) sold 9,779 Innovator Equity Defined Protection ETF - 1 Yr March shares in Q2 2026, an estimated $274K.
Innovator Equity Defined Protection ETF - 1 Yr March made up 0.08% of Caliber Wealth Management (Kansas)'s portfolio in Q2 2026, its #149 holding.
Caliber Wealth Management (Kansas) first reported a position in Innovator Equity Defined Protection ETF - 1 Yr March in Q2 2025 and has held it in 5 quarters since.
Caliber Wealth Management (Kansas)'s Innovator Equity Defined Protection ETF - 1 Yr March position peaked at $21.8M in Q4 2025.
39 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr March as of Q2 2026.

Based on Caliber Wealth Management (Kansas)'s 13F filing for Q2 2026, filed 22 Jul 2026.