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 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 $43.3B AUM 29.3% 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 $324B AUM 22.36% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 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 $68.3B AUM 20.5% 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: Q1 2026 in Review

Chicago Partners Investment Group opened a new position in Innovator Equity Defined Protection ETF - 1 Yr March (ZMAR) in Q1 2026: 13,579 shares worth $380K. The stake represents 0.01% of the portfolio and ranks #1023 among its holdings. This is a return to the name: Chicago Partners Investment Group previously reported a position in ZMAR as recently as Q2 2025.

Chicago Partners Investment Group first reported a position in ZMAR in Q1 2025 and has held it in 3 quarters since. The position peaked at $696K in Q1 2025. 83 funds tracked by Wall St. Rank hold ZMAR as of Q1 2026.

Chicago Partners Investment Group held 13,579 shares of Innovator Equity Defined Protection ETF - 1 Yr March worth $380K as of Q1 2026.
Innovator Equity Defined Protection ETF - 1 Yr March was a new Chicago Partners Investment Group position in Q1 2026.
Innovator Equity Defined Protection ETF - 1 Yr March made up 0.01% of Chicago Partners Investment Group's portfolio in Q1 2026, its #1023 holding.
Chicago Partners Investment Group first reported a position in Innovator Equity Defined Protection ETF - 1 Yr March in Q1 2025 and has held it in 3 quarters since.
Chicago Partners Investment Group's Innovator Equity Defined Protection ETF - 1 Yr March position peaked at $696K in Q1 2025.
83 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr March as of Q1 2026.

Based on Chicago Partners Investment Group's 13F filing for Q1 2026, filed 4 May 2026.