Central Valley Advisors’s Innovator Equity Defined Protection ETF - 1 Yr March ZMAR Stock Holding History

Central Valley Advisors’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 Q3	$654K	Sell	22,850 -461	-2%	-$13.1K	0.18%	87
2026 Q2	$658K	Sell	23,311 -742	-3%	-$20.8K	0.17%	97
2026 Q1	$664K	Buy	24,053 +3,212	+15%	+$88.8K	0.18%	84
2025 Q4	$573K	Hold	20,841	–	–	0.17%	94
2025 Q3	$564K	Hold	20,841	–	–	0.17%	93
2025 Q2	$553K	Buy	+20,841	New	+$542K	0.19%	83

Other funds holding ZMAR

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Lineweaver Wealth Advisors Valley View, Ohio $863M AUM 14.27% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Miracle Mile Advisors Los Angeles, California $8.91B AUM 15.32% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Central Valley Advisors's ZMAR Position: Q3 2026 in Review

Central Valley Advisors reduced its Innovator Equity Defined Protection ETF - 1 Yr March (ZMAR) stake by 2% in Q3 2026, selling an estimated $13.1K and leaving 22,850 shares worth $654K. The position accounts for 0.18% of the portfolio, ranked #87.

Central Valley Advisors first reported a position in ZMAR in Q2 2025 and has held it in 6 quarters since. The position peaked at $664K in Q1 2026. 69 funds tracked by Wall St. Rank hold ZMAR as of Q3 2026.

Central Valley Advisors held 22,850 shares of Innovator Equity Defined Protection ETF - 1 Yr March worth $654K as of Q3 2026.
Central Valley Advisors sold 461 Innovator Equity Defined Protection ETF - 1 Yr March shares in Q3 2026, an estimated $13.1K.
Innovator Equity Defined Protection ETF - 1 Yr March made up 0.18% of Central Valley Advisors's portfolio in Q3 2026, its #87 holding.
Central Valley Advisors first reported a position in Innovator Equity Defined Protection ETF - 1 Yr March in Q2 2025 and has held it in 6 quarters since.
Central Valley Advisors's Innovator Equity Defined Protection ETF - 1 Yr March position peaked at $664K in Q1 2026.
69 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr March as of Q3 2026.

Based on Central Valley Advisors's 13F filing for Q3 2026, filed 27 Oct 2026.