Carson Wealth (CWM LLC)’s Innovator Equity Defined Protection ETF - 1 Yr March ZMAR Stock Holding History

Carson Wealth (CWM LLC)’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	$70.1K	Buy	2,540 +2,000	+370%	+$55.3K	﹤0.01%	3549
2025 Q4	$15K	Hold	540	–	–	﹤0.01%	4346
2025 Q3	$15K	Hold	540	–	–	﹤0.01%	4294
2025 Q2	$14K	Hold	540	–	–	﹤0.01%	4140
2025 Q1	$14K	Buy	+540	New	+$13.9K	﹤0.01%	3937

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

CNC

Canandaigua National Corp Canandaigua, New York $1.12B AUM

KAS

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

LWA

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

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

MMA

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

Carson Wealth (CWM LLC)'s ZMAR Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Innovator Equity Defined Protection ETF - 1 Yr March (ZMAR) stake by 370% in Q1 2026, buying an estimated $55.3K and bringing the position to 2,540 shares worth $70.1K. The position accounts for ﹤0.01% of the portfolio, ranked #3549.

Carson Wealth (CWM LLC) first reported a position in ZMAR in Q1 2025 and has held it in 5 quarters since. 83 funds tracked by Wall St. Rank hold ZMAR as of Q1 2026.

Carson Wealth (CWM LLC) held 2,540 shares of Innovator Equity Defined Protection ETF - 1 Yr March worth $70.1K as of Q1 2026.
Carson Wealth (CWM LLC) bought 2,000 Innovator Equity Defined Protection ETF - 1 Yr March shares in Q1 2026, an estimated $55.3K.
Innovator Equity Defined Protection ETF - 1 Yr March made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3549 holding.
Carson Wealth (CWM LLC) first reported a position in Innovator Equity Defined Protection ETF - 1 Yr March in Q1 2025 and has held it in 5 quarters since.
83 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr March as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.