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 Q2	$229K	Buy	8,114 +315	+4%	+$8.84K	﹤0.01%	1866
2026 Q1	$215K	Buy	+7,799	New	+$216K	﹤0.01%	1709

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

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

Concurrent Investment Advisors's ZMAR Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Innovator Equity Defined Protection ETF - 1 Yr March (ZMAR) stake by 4% in Q2 2026, buying an estimated $8.84K and bringing the position to 8,114 shares worth $229K. The position accounts for ﹤0.01% of the portfolio, ranked #1866.

Concurrent Investment Advisors 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.

Concurrent Investment Advisors held 8,114 shares of Innovator Equity Defined Protection ETF - 1 Yr March worth $229K as of Q2 2026.
Concurrent Investment Advisors bought 315 Innovator Equity Defined Protection ETF - 1 Yr March shares in Q2 2026, an estimated $8.84K.
Innovator Equity Defined Protection ETF - 1 Yr March made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1866 holding.
Concurrent Investment Advisors 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 Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.