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

Central Valley Advisors’s Portfolio ZMAY Stock Details ZMAY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$692K	Buy	26,666 +970	+4%	+$25.1K	0.18%	90
2026 Q1	$658K	Sell	25,696 -87	-0.3%	-$2.22K	0.18%	86
2025 Q4	$656K	Hold	25,783	–	–	0.2%	80
2025 Q3	$647K	Hold	25,783	–	–	0.2%	79
2025 Q2	$637K	Buy	+25,783	New	+$632K	0.22%	75

Other funds holding ZMAY

WAM

WealthCare Asset Management Springfield, Missouri $241M AUM

AWMI

Aegis Wealth Management (Iowa) Guthrie Center, Iowa $155M AUM

LWA

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KCM

Key Capital Management Hendersonville, Tn 37075, Tennessee $194M AUM

KWA

Kingswood Wealth Advisors San Diego, California $2.48B AUM 36.19% 1-Year Est. Return

KAS

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

Centennial Advisors Austin, Texas $83.8M AUM

Central Valley Advisors's ZMAY Position: Q2 2026 in Review

Central Valley Advisors increased its Innovator Equity Defined Protection ETF - 1 Yr May (ZMAY) stake by 3.8% in Q2 2026, buying an estimated $25.1K and bringing the position to 26,666 shares worth $692K. The position accounts for 0.18% of the portfolio, ranked #90.

Central Valley Advisors first reported a position in ZMAY in Q2 2025 and has held it in 5 quarters since. 29 funds tracked by Wall St. Rank hold ZMAY as of Q2 2026.

Central Valley Advisors held 26,666 shares of Innovator Equity Defined Protection ETF - 1 Yr May worth $692K as of Q2 2026.
Central Valley Advisors bought 970 Innovator Equity Defined Protection ETF - 1 Yr May shares in Q2 2026, an estimated $25.1K.
Innovator Equity Defined Protection ETF - 1 Yr May made up 0.18% of Central Valley Advisors's portfolio in Q2 2026, its #90 holding.
Central Valley Advisors first reported a position in Innovator Equity Defined Protection ETF - 1 Yr May in Q2 2025 and has held it in 5 quarters since.
29 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr May as of Q2 2026.

Based on Central Valley Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.