CNBT
ZMAR

Canandaigua National Bank & Trust’s Innovator Equity Defined Protection ETF - 1 Yr March ZMAR Stock Holding History

Canandaigua National Bank & Trust’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 		$3.15M Buy
+111,567
New +$3.13M 0.27% 83
2025
Q4 		$934K Hold
33,980
– – 0.08% 188
2025
Q3 		$920K Sell
33,980
-384
-1% -$10.3K 0.08% 198
2025
Q2 		$911K Buy
34,364
+1,067
+3% +$27.7K 0.08% 198
2025
Q1 		$858K Buy
+33,297
New +$859K 0.09% 192

Other funds holding ZMAR

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
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
CWMK
Caliber Wealth Management (Kansas) Overland Park, Kansas $1.04B AUM 25.31% 1-Year Est. Return

Canandaigua National Bank & Trust's ZMAR Position: Q2 2026 in Review

Canandaigua National Bank & Trust opened a new position in Innovator Equity Defined Protection ETF - 1 Yr March (ZMAR) in Q2 2026: 111,567 shares worth $3.15M. The stake represents 0.27% of the portfolio and ranks #83 among its holdings. This is a return to the name: Canandaigua National Bank & Trust previously reported a position in ZMAR as recently as Q4 2025.

Canandaigua National Bank & Trust first reported a position in ZMAR in Q1 2025 and has held it in 5 quarters since. 39 funds tracked by Wall St. Rank hold ZMAR as of Q2 2026.

  • Canandaigua National Bank & Trust held 111,567 shares of Innovator Equity Defined Protection ETF - 1 Yr March worth $3.15M as of Q2 2026.
  • Innovator Equity Defined Protection ETF - 1 Yr March was a new Canandaigua National Bank & Trust position in Q2 2026.
  • Innovator Equity Defined Protection ETF - 1 Yr March made up 0.27% of Canandaigua National Bank & Trust's portfolio in Q2 2026, its #83 holding.
  • Canandaigua National Bank & Trust first reported a position in Innovator Equity Defined Protection ETF - 1 Yr March in Q1 2025 and has held it in 5 quarters since.
  • 39 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr March as of Q2 2026.

Based on Canandaigua National Bank & Trust's 13F filing for Q2 2026, filed 7 Jul 2026.