CFCI
ZMAR

Comprehensive Financial Consultants Institutional’s Innovator Equity Defined Protection ETF - 1 Yr March ZMAR Stock Holding History

Comprehensive Financial Consultants Institutional’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 		$262K Buy
9,288
+362
+4% +$10.2K 0.07% 185
2026
Q1 		$246K Buy
+8,926
New +$247K 0.07% 179

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
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 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

Comprehensive Financial Consultants Institutional's ZMAR Position: Q2 2026 in Review

Comprehensive Financial Consultants Institutional increased its Innovator Equity Defined Protection ETF - 1 Yr March (ZMAR) stake by 4.1% in Q2 2026, buying an estimated $10.2K and bringing the position to 9,288 shares worth $262K. The position accounts for 0.07% of the portfolio, ranked #185.

Comprehensive Financial Consultants Institutional first reported a position in ZMAR in Q1 2026 and has held it in 2 quarters since. 10 funds tracked by Wall St. Rank hold ZMAR as of Q2 2026.

  • Comprehensive Financial Consultants Institutional held 9,288 shares of Innovator Equity Defined Protection ETF - 1 Yr March worth $262K as of Q2 2026.
  • Comprehensive Financial Consultants Institutional bought 362 Innovator Equity Defined Protection ETF - 1 Yr March shares in Q2 2026, an estimated $10.2K.
  • Innovator Equity Defined Protection ETF - 1 Yr March made up 0.07% of Comprehensive Financial Consultants Institutional's portfolio in Q2 2026, its #185 holding.
  • Comprehensive Financial Consultants Institutional first reported a position in Innovator Equity Defined Protection ETF - 1 Yr March in Q1 2026 and has held it in 2 quarters since.
  • 10 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr March as of Q2 2026.

Based on Comprehensive Financial Consultants Institutional's 13F filing for Q2 2026, filed 15 Jul 2026.