Chicago Partners Investment Group’s Innovator Equity Defined Protection ETF - 1 Yr March ZMAR Stock Holding History

Chicago Partners Investment Group’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	–	Sell	-13,579	Closed	-$380K	–	1701
2026 Q1	$380K	Buy	+13,579	New	+$375K	0.01%	1023
2025 Q3	–	Sell	-20,906	Closed	-$558K	–	1252
2025 Q2	$558K	Sell	20,906 -6,012	-22%	-$156K	0.02%	555
2025 Q1	$696K	Buy	+26,918	New	+$695K	0.02%	433

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

KAS

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

MMA

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

Chicago Partners Investment Group's ZMAR Position: Q2 2026 in Review

Chicago Partners Investment Group sold out of Innovator Equity Defined Protection ETF - 1 Yr March (ZMAR) in Q2 2026, closing a stake of 13,579 shares — an estimated $380K sold.

Chicago Partners Investment Group first reported a position in ZMAR in Q1 2025 and held it in 3 quarters. The position peaked at $696K in Q1 2025. 85 funds tracked by Wall St. Rank hold ZMAR as of Q2 2026.

Chicago Partners Investment Group reported no remaining Innovator Equity Defined Protection ETF - 1 Yr March position as of Q2 2026 after selling out during the quarter.
Chicago Partners Investment Group sold 13,579 Innovator Equity Defined Protection ETF - 1 Yr March shares in Q2 2026, an estimated $380K.
Chicago Partners Investment Group first reported a position in Innovator Equity Defined Protection ETF - 1 Yr March in Q1 2025 and held it in 3 quarters.
Chicago Partners Investment Group's Innovator Equity Defined Protection ETF - 1 Yr March position peaked at $696K in Q1 2025.
85 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr March as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.