CIA
ZMAR

Concurrent Investment Advisors’s Innovator Equity Defined Protection ETF - 1 Yr March ZMAR Stock Holding History

Concurrent Investment Advisors’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 		$215K Buy
+7,799
New +$216K ﹤0.01% 1709

Other funds holding ZMAR

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
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 $26.4B AUM 21.05% 1-Year Est. Return
LWA
Lineweaver Wealth Advisors Valley View, Ohio $845M AUM 20.71% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return

Concurrent Investment Advisors's ZMAR Position: Q1 2026 in Review

Concurrent Investment Advisors opened a new position in Innovator Equity Defined Protection ETF - 1 Yr March (ZMAR) in Q1 2026: 7,799 shares worth $215K. The stake represents ﹤0.01% of the portfolio and ranks #1709 among its holdings.

82 funds tracked by Wall St. Rank hold ZMAR as of Q1 2026.

  • Concurrent Investment Advisors held 7,799 shares of Innovator Equity Defined Protection ETF - 1 Yr March worth $215K as of Q1 2026.
  • Innovator Equity Defined Protection ETF - 1 Yr March was a new Concurrent Investment Advisors position in Q1 2026.
  • Innovator Equity Defined Protection ETF - 1 Yr March made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q1 2026, its #1709 holding.
  • 82 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr March as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.