Dynamic Advisor Solutions
ZMAR icon

Dynamic Advisor Solutions’s Innovator Equity Defined Protection ETF - 1 Yr March ZMAR Stock Holding History

Dynamic Advisor Solutions’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
Q3 		$256K Hold
8,959
– – 0.01% 889
2026
Q2 		$253K Sell
8,959
-72
-0.8% -$2.02K 0.01% 924
2026
Q1 		$249K Buy
+9,031
New +$250K 0.01% 864

Other funds holding ZMAR

CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM
LWA
Lineweaver Wealth Advisors Valley View, Ohio $863M AUM 14.27% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
LAA
Liberty Atlantic Advisors Allen, Texas $157M AUM 7.28% 1-Year Est. Return
CFCI
Comprehensive Financial Consultants Institutional Bloomington, Indiana $371M AUM 19.45% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
HAS
HBW Advisory Services Simi Valley, California $1.01B AUM 17.08% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
IA
IFS Advisors Overland Park, Kansas $332M AUM 8.56% 1-Year Est. Return

Dynamic Advisor Solutions's ZMAR Position: Q3 2026 in Review

Dynamic Advisor Solutions held its Innovator Equity Defined Protection ETF - 1 Yr March (ZMAR) position steady in Q3 2026 at 8,959 shares worth $256K. The position accounts for 0.01% of the portfolio, ranked #889.

Dynamic Advisor Solutions first reported a position in ZMAR in Q1 2026 and has held it in 3 quarters since. 10 funds tracked by Wall St. Rank hold ZMAR as of Q3 2026.

  • Dynamic Advisor Solutions held 8,959 shares of Innovator Equity Defined Protection ETF - 1 Yr March worth $256K as of Q3 2026.
  • Dynamic Advisor Solutions left its Innovator Equity Defined Protection ETF - 1 Yr March share count unchanged in Q3 2026.
  • Innovator Equity Defined Protection ETF - 1 Yr March made up 0.01% of Dynamic Advisor Solutions's portfolio in Q3 2026, its #889 holding.
  • Dynamic Advisor Solutions first reported a position in Innovator Equity Defined Protection ETF - 1 Yr March in Q1 2026 and has held it in 3 quarters since.
  • 10 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr March as of Q3 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.