EWM
ZMAR

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

Evolution Wealth 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 		$182K Buy
6,602
+612
+10% +$16.9K 0.13% 115
2025
Q4 		$165K Hold
5,990
– – 0.14% 117
2025
Q3 		$162K Sell
5,990
-389
-6% -$10.4K 0.17% 106
2025
Q2 		$169K Buy
+6,379
New +$166K 0.21% 84

Other funds holding ZMAR

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
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
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

Evolution Wealth Management's ZMAR Position: Q1 2026 in Review

Evolution Wealth Management increased its Innovator Equity Defined Protection ETF - 1 Yr March (ZMAR) stake by 10% in Q1 2026, buying an estimated $16.9K and bringing the position to 6,602 shares worth $182K. The position accounts for 0.13% of the portfolio, ranked #115.

Evolution Wealth Management 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.

  • Evolution Wealth Management held 6,602 shares of Innovator Equity Defined Protection ETF - 1 Yr March worth $182K as of Q1 2026.
  • Evolution Wealth Management bought 612 Innovator Equity Defined Protection ETF - 1 Yr March shares in Q1 2026, an estimated $16.9K.
  • Innovator Equity Defined Protection ETF - 1 Yr March made up 0.13% of Evolution Wealth Management's portfolio in Q1 2026, its #115 holding.
  • Evolution Wealth Management 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 Evolution Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.