Envestnet Asset Management’s Innovator Equity Defined Protection ETF - 1 Yr March ZMAR Stock Holding History

Envestnet Asset Management’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	$350K	Buy	+12,670	New	+$350K	﹤0.01%	4189

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

Envestnet Asset Management's ZMAR Position: Q1 2026 in Review

Envestnet Asset Management opened a new position in Innovator Equity Defined Protection ETF - 1 Yr March (ZMAR) in Q1 2026: 12,670 shares worth $350K. The stake represents ﹤0.01% of the portfolio and ranks #4189 among its holdings.

82 funds tracked by Wall St. Rank hold ZMAR as of Q1 2026.

Envestnet Asset Management held 12,670 shares of Innovator Equity Defined Protection ETF - 1 Yr March worth $350K as of Q1 2026.
Innovator Equity Defined Protection ETF - 1 Yr March was a new Envestnet Asset Management position in Q1 2026.
Innovator Equity Defined Protection ETF - 1 Yr March made up ﹤0.01% of Envestnet Asset Management's portfolio in Q1 2026, its #4189 holding.
82 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr March as of Q1 2026.

Based on Envestnet Asset Management's 13F filing for Q1 2026, filed 4 May 2026.