Commonwealth Equity Services’s Innovator Equity Defined Protection ETF - 1 Yr March ZMAR Stock Holding History

Commonwealth Equity Services’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	$4.17M	Sell	147,873 -10,091	-6%	-$283K	0.01%	1544
2026 Q1	$4.36M	Buy	157,964 +33,712	+27%	+$932K	0.01%	1427
2025 Q4	$3.42M	Sell	124,252 -6,216	-5%	-$169K	﹤0.01%	1594
2025 Q3	$3.53M	Sell	130,468 -79,899	-38%	-$2.14M	﹤0.01%	1599
2025 Q2	$5.58M	Buy	210,367 +54,358	+35%	+$1.41M	0.01%	1251
2025 Q1	$4.02M	Buy	+156,009	New	+$4.03M	0.01%	1419

Other funds holding ZMAR

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 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 $1.19B 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 $845M AUM 20.71% 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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Commonwealth Equity Services's ZMAR Position: Q2 2026 in Review

Commonwealth Equity Services reduced its Innovator Equity Defined Protection ETF - 1 Yr March (ZMAR) stake by 6.4% in Q2 2026, selling an estimated $283K and leaving 147,873 shares worth $4.17M. The position accounts for 0.01% of the portfolio, ranked #1544.

Commonwealth Equity Services first reported a position in ZMAR in Q1 2025 and has held it in 6 quarters since. The position peaked at $5.58M in Q2 2025. 85 funds tracked by Wall St. Rank hold ZMAR as of Q2 2026.

Commonwealth Equity Services held 147,873 shares of Innovator Equity Defined Protection ETF - 1 Yr March worth $4.17M as of Q2 2026.
Commonwealth Equity Services sold 10,091 Innovator Equity Defined Protection ETF - 1 Yr March shares in Q2 2026, an estimated $283K.
Innovator Equity Defined Protection ETF - 1 Yr March made up 0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #1544 holding.
Commonwealth Equity Services first reported a position in Innovator Equity Defined Protection ETF - 1 Yr March in Q1 2025 and has held it in 6 quarters since.
Commonwealth Equity Services's Innovator Equity Defined Protection ETF - 1 Yr March position peaked at $5.58M in Q2 2025.
85 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr March as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.