CA
ZMAR

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

CGN 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
Q2 		$273K Hold
9,686
– – 0.02% 286
2026
Q1 		$267K Hold
9,686
– – 0.02% 281
2025
Q4 		$266K Hold
9,686
– – 0.02% 286
2025
Q3 		$262K Hold
9,686
– – 0.02% 286
2025
Q2 		$257K Hold
9,686
– – 0.02% 278
2025
Q1 		$250K Buy
+9,686
New +$250K 0.02% 273

Other funds holding ZMAR

CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM
LWA
Lineweaver Wealth Advisors Valley View, Ohio $845M AUM 20.71% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CFCI
Comprehensive Financial Consultants Institutional Bloomington, Indiana $378M AUM 23.74% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
HAS
HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

CGN Advisors's ZMAR Position: Q2 2026 in Review

CGN Advisors held its Innovator Equity Defined Protection ETF - 1 Yr March (ZMAR) position steady in Q2 2026 at 9,686 shares worth $273K. The position accounts for 0.02% of the portfolio, ranked #286.

CGN Advisors first reported a position in ZMAR in Q1 2025 and has held it in 6 quarters since. 10 funds tracked by Wall St. Rank hold ZMAR as of Q2 2026.

  • CGN Advisors held 9,686 shares of Innovator Equity Defined Protection ETF - 1 Yr March worth $273K as of Q2 2026.
  • CGN Advisors 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 0.02% of CGN Advisors's portfolio in Q2 2026, its #286 holding.
  • CGN Advisors first reported a position in Innovator Equity Defined Protection ETF - 1 Yr March in Q1 2025 and has held it in 6 quarters since.
  • 10 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr March as of Q2 2026.

Based on CGN Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.