Clear Creek Financial Management’s Innovator Equity Defined Protection ETF - 1 Yr March ZMAR Stock Holding History

Clear Creek Financial Management’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	$390K	Sell	13,840 -142	-1%	-$3.98K	0.03%	463
2026 Q1	$386K	Buy	+13,982	New	+$386K	0.03%	447

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

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

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

Clear Creek Financial Management's ZMAR Position: Q2 2026 in Review

Clear Creek Financial Management reduced its Innovator Equity Defined Protection ETF - 1 Yr March (ZMAR) stake by 1% in Q2 2026, selling an estimated $3.98K and leaving 13,840 shares worth $390K. The position accounts for 0.03% of the portfolio, ranked #463.

Clear Creek Financial Management first reported a position in ZMAR in Q1 2026 and has held it in 2 quarters since. 85 funds tracked by Wall St. Rank hold ZMAR as of Q2 2026.

Clear Creek Financial Management held 13,840 shares of Innovator Equity Defined Protection ETF - 1 Yr March worth $390K as of Q2 2026.
Clear Creek Financial Management sold 142 Innovator Equity Defined Protection ETF - 1 Yr March shares in Q2 2026, an estimated $3.98K.
Innovator Equity Defined Protection ETF - 1 Yr March made up 0.03% of Clear Creek Financial Management's portfolio in Q2 2026, its #463 holding.
Clear Creek Financial Management first reported a position in Innovator Equity Defined Protection ETF - 1 Yr March in Q1 2026 and has held it in 2 quarters since.
85 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr March as of Q2 2026.

Based on Clear Creek Financial Management's 13F filing for Q2 2026, filed 28 Jul 2026.