CIA
ZMAY

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

Concurrent Investment Advisors’s Portfolio ZMAY Stock Details ZMAY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.3M Buy
49,991
+40,749
+441% +$1.05M 0.01% 888
2026
Q1 		$237K Buy
+9,242
New +$236K ﹤0.01% 1641

Other funds holding ZMAY

WAM
WealthCare Asset Management Springfield, Missouri $241M AUM
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
AWMI
Aegis Wealth Management (Iowa) Guthrie Center, Iowa $155M AUM
LWA
Lineweaver Wealth Advisors Valley View, Ohio $845M AUM 20.71% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KCM
Key Capital Management Hendersonville, Tn 37075, Tennessee $194M AUM
KWA
Kingswood Wealth Advisors San Diego, California $2.48B AUM 36.19% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

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

Concurrent Investment Advisors increased its Innovator Equity Defined Protection ETF - 1 Yr May (ZMAY) stake by 441% in Q2 2026, buying an estimated $1.05M and bringing the position to 49,991 shares worth $1.3M. The position accounts for 0.01% of the portfolio, ranked #888.

Concurrent Investment Advisors first reported a position in ZMAY in Q1 2026 and has held it in 2 quarters since. 32 funds tracked by Wall St. Rank hold ZMAY as of Q2 2026.

  • Concurrent Investment Advisors held 49,991 shares of Innovator Equity Defined Protection ETF - 1 Yr May worth $1.3M as of Q2 2026.
  • Concurrent Investment Advisors bought 40,749 Innovator Equity Defined Protection ETF - 1 Yr May shares in Q2 2026, an estimated $1.05M.
  • Innovator Equity Defined Protection ETF - 1 Yr May made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #888 holding.
  • Concurrent Investment Advisors first reported a position in Innovator Equity Defined Protection ETF - 1 Yr May in Q1 2026 and has held it in 2 quarters since.
  • 32 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr May as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.