DFA
ZMAY

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

DHJJ Financial 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 		$293K Sell
11,283
-410
-4% -$10.6K 0.08% 172
2026
Q1 		$299K Sell
11,693
-205
-2% -$5.23K 0.1% 156
2025
Q4 		$303K Hold
11,898
– – 0.1% 147
2025
Q3 		$299K Hold
11,898
– – 0.1% 140
2025
Q2 		$294K Buy
+11,898
New +$291K 0.11% 137

Other funds holding ZMAY

WAM
WealthCare Asset Management Springfield, Missouri $241M AUM
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
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 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
CA
Centennial Advisors Austin, Texas $83.8M AUM

DHJJ Financial Advisors's ZMAY Position: Q2 2026 in Review

DHJJ Financial Advisors reduced its Innovator Equity Defined Protection ETF - 1 Yr May (ZMAY) stake by 3.5% in Q2 2026, selling an estimated $10.6K and leaving 11,283 shares worth $293K. The position accounts for 0.08% of the portfolio, ranked #172.

DHJJ Financial Advisors first reported a position in ZMAY in Q2 2025 and has held it in 5 quarters since. The position peaked at $303K in Q4 2025. 29 funds tracked by Wall St. Rank hold ZMAY as of Q2 2026.

  • DHJJ Financial Advisors held 11,283 shares of Innovator Equity Defined Protection ETF - 1 Yr May worth $293K as of Q2 2026.
  • DHJJ Financial Advisors sold 410 Innovator Equity Defined Protection ETF - 1 Yr May shares in Q2 2026, an estimated $10.6K.
  • Innovator Equity Defined Protection ETF - 1 Yr May made up 0.08% of DHJJ Financial Advisors's portfolio in Q2 2026, its #172 holding.
  • DHJJ Financial Advisors first reported a position in Innovator Equity Defined Protection ETF - 1 Yr May in Q2 2025 and has held it in 5 quarters since.
  • DHJJ Financial Advisors's Innovator Equity Defined Protection ETF - 1 Yr May position peaked at $303K in Q4 2025.
  • 29 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr May as of Q2 2026.

Based on DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.