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 Q2	$186K	Hold	6,602	–	–	0.11%	126
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 Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

CNBT

Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LWA

Lineweaver Wealth Advisors Valley View, Ohio $845M AUM 20.71% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Evolution Wealth Management's ZMAR Position: Q2 2026 in Review

Evolution Wealth Management held its Innovator Equity Defined Protection ETF - 1 Yr March (ZMAR) position steady in Q2 2026 at 6,602 shares worth $186K. The position accounts for 0.11% of the portfolio, ranked #126.

Evolution Wealth Management first reported a position in ZMAR in Q2 2025 and has held it in 5 quarters since. 85 funds tracked by Wall St. Rank hold ZMAR as of Q2 2026.

Evolution Wealth Management held 6,602 shares of Innovator Equity Defined Protection ETF - 1 Yr March worth $186K as of Q2 2026.
Evolution Wealth Management left its Innovator Equity Defined Protection ETF - 1 Yr March share count unchanged in Q2 2026.
Innovator Equity Defined Protection ETF - 1 Yr March made up 0.11% of Evolution Wealth Management's portfolio in Q2 2026, its #126 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 5 quarters since.
85 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr March as of Q2 2026.

Based on Evolution Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.