Capital Investment Advisory Services’s Innovator Equity Defined Protection ETF - 1 Yr March ZMAR Stock Holding History

Capital Investment Advisory Services’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	$2.54K	Hold	90	–	–	﹤0.01%	1253
2026 Q1	$2.49K	Buy	+90	New	+$2.49K	﹤0.01%	1154

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 $1.15B 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 $863M AUM 14.27% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Capital Investment Advisory Services's ZMAR Position: Q2 2026 in Review

Capital Investment Advisory Services held its Innovator Equity Defined Protection ETF - 1 Yr March (ZMAR) position steady in Q2 2026 at 90 shares worth $2.54K. The position accounts for ﹤0.01% of the portfolio, ranked #1253.

Capital Investment Advisory Services first reported a position in ZMAR in Q1 2026 and has held it in 2 quarters since. 85 funds tracked by Wall St. Rank hold ZMAR as of Q2 2026.

Capital Investment Advisory Services held 90 shares of Innovator Equity Defined Protection ETF - 1 Yr March worth $2.54K as of Q2 2026.
Capital Investment Advisory Services left its Innovator Equity Defined Protection ETF - 1 Yr March share count unchanged in Q2 2026.
Innovator Equity Defined Protection ETF - 1 Yr March made up ﹤0.01% of Capital Investment Advisory Services's portfolio in Q2 2026, its #1253 holding.
Capital Investment Advisory Services first reported a position in Innovator Equity Defined Protection ETF - 1 Yr March in Q1 2026 and has held it in 2 quarters since.
85 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr March as of Q2 2026.

Based on Capital Investment Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.