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

CreativeOne 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	$371K	Buy	13,456 +4,976	+59%	+$138K	0.01%	902
2025 Q4	$233K	Sell	8,480 -21	-0.2%	-$572	0.01%	1060
2025 Q3	$230K	Sell	8,501 -26	-0.3%	-$697	0.01%	1054
2025 Q2	$226K	Buy	+8,527	New	+$222K	0.01%	1021

Other funds holding ZMAR

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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 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

CreativeOne Wealth's ZMAR Position: Q1 2026 in Review

CreativeOne Wealth increased its Innovator Equity Defined Protection ETF - 1 Yr March (ZMAR) stake by 59% in Q1 2026, buying an estimated $138K and bringing the position to 13,456 shares worth $371K. The position accounts for 0.01% of the portfolio, ranked #902.

CreativeOne Wealth first reported a position in ZMAR in Q2 2025 and has held it in 4 quarters since. 82 funds tracked by Wall St. Rank hold ZMAR as of Q1 2026.

CreativeOne Wealth held 13,456 shares of Innovator Equity Defined Protection ETF - 1 Yr March worth $371K as of Q1 2026.
CreativeOne Wealth bought 4,976 Innovator Equity Defined Protection ETF - 1 Yr March shares in Q1 2026, an estimated $138K.
Innovator Equity Defined Protection ETF - 1 Yr March made up 0.01% of CreativeOne Wealth's portfolio in Q1 2026, its #902 holding.
CreativeOne Wealth first reported a position in Innovator Equity Defined Protection ETF - 1 Yr March in Q2 2025 and has held it in 4 quarters since.
82 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr March as of Q1 2026.

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