Diversify Advisory Services
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Diversify Advisory Services’s Innovator Equity Defined Protection ETF - 1 Yr May ZMAY Stock Holding History

Diversify Advisory Services’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
Q3 		$446K Buy
+16,875
New +$442K 0.01% 954

Other funds holding ZMAY

Lineweaver Wealth Advisors
Lineweaver Wealth Advisors Valley View, Ohio $863M AUM 14.27% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
IWMO
Integrated Wealth Management (Ohio) Uniontown, Ohio $102M AUM 14.25% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Cypress Wealth Services
Cypress Wealth Services Palm Desert, California $848M AUM 19.63% 1-Year Est. Return
Centennial Advisors
Centennial Advisors Austin, Texas $83.7M AUM 9.53% 1-Year Est. Return
Canandaigua National Bank & Trust
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM
KFG Wealth Management
KFG Wealth Management Granger, Indiana $922M AUM 10.87% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

Diversify Advisory Services's ZMAY Position: Q3 2026 in Review

Diversify Advisory Services opened a new position in Innovator Equity Defined Protection ETF - 1 Yr May (ZMAY) in Q3 2026: 16,875 shares worth $446K. The stake represents 0.01% of the portfolio and ranks #954 among its holdings.

14 funds tracked by Wall St. Rank hold ZMAY as of Q3 2026.

  • Diversify Advisory Services held 16,875 shares of Innovator Equity Defined Protection ETF - 1 Yr May worth $446K as of Q3 2026.
  • Innovator Equity Defined Protection ETF - 1 Yr May was a new Diversify Advisory Services position in Q3 2026.
  • Innovator Equity Defined Protection ETF - 1 Yr May made up 0.01% of Diversify Advisory Services's portfolio in Q3 2026, its #954 holding.
  • 14 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr May as of Q3 2026.

Based on Diversify Advisory Services's 13F filing for Q3 2026, filed 20 Oct 2026.