Corient Private Wealth
ZMAR

Corient Private Wealth’s Innovator Equity Defined Protection ETF - 1 Yr March ZMAR Stock Holding History

Corient Private Wealth’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 		$552K Sell
20,000
-28,000
-58% -$774K ﹤0.01% 1978
2025
Q4 		$1.32M Buy
48,000
+24,000
+100% +$654K ﹤0.01% 1745
2025
Q3 		$650K Hold
24,000
– – ﹤0.01% 1653
2025
Q2 		$636K Hold
24,000
– – ﹤0.01% 1579
2025
Q1 		$618K Buy
+24,000
New +$619K ﹤0.01% 1499

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 $8.53B AUM 21.43% 1-Year Est. Return

Corient Private Wealth's ZMAR Position: Q1 2026 in Review

Corient Private Wealth reduced its Innovator Equity Defined Protection ETF - 1 Yr March (ZMAR) stake by 58% in Q1 2026, selling an estimated $774K and leaving 20,000 shares worth $552K. The position accounts for ﹤0.01% of the portfolio, ranked #1978.

Corient Private Wealth first reported a position in ZMAR in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.32M in Q4 2025. 82 funds tracked by Wall St. Rank hold ZMAR as of Q1 2026.

  • Corient Private Wealth held 20,000 shares of Innovator Equity Defined Protection ETF - 1 Yr March worth $552K as of Q1 2026.
  • Corient Private Wealth sold 28,000 Innovator Equity Defined Protection ETF - 1 Yr March shares in Q1 2026, an estimated $774K.
  • Innovator Equity Defined Protection ETF - 1 Yr March made up ﹤0.01% of Corient Private Wealth's portfolio in Q1 2026, its #1978 holding.
  • Corient Private Wealth first reported a position in Innovator Equity Defined Protection ETF - 1 Yr March in Q1 2025 and has held it in 5 quarters since.
  • Corient Private Wealth's Innovator Equity Defined Protection ETF - 1 Yr March position peaked at $1.32M in Q4 2025.
  • 82 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr March as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.