EWM
ZMAY

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

Evolution Wealth Management’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
Q2 		$346K Buy
13,342
+3,845
+40% +$99.4K 0.2% 82
2026
Q1 		$243K Sell
9,497
-994
-9% -$25.4K 0.18% 96
2025
Q4 		$267K Sell
10,491
-84
-0.8% -$2.12K 0.22% 84
2025
Q3 		$265K Hold
10,575
– – 0.27% 75
2025
Q2 		$261K Buy
+10,575
New +$259K 0.32% 59

Other funds holding ZMAY

WAM
WealthCare Asset Management Springfield, Missouri $241M AUM
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
AWMI
Aegis Wealth Management (Iowa) Guthrie Center, Iowa $155M AUM
LWA
Lineweaver Wealth Advisors Valley View, Ohio $845M AUM 20.71% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KCM
Key Capital Management Hendersonville, Tn 37075, Tennessee $194M AUM
KWA
Kingswood Wealth Advisors San Diego, California $2.48B AUM 36.19% 1-Year Est. Return

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

Evolution Wealth Management increased its Innovator Equity Defined Protection ETF - 1 Yr May (ZMAY) stake by 40% in Q2 2026, buying an estimated $99.4K and bringing the position to 13,342 shares worth $346K. The position accounts for 0.2% of the portfolio, ranked #82.

Evolution Wealth Management first reported a position in ZMAY in Q2 2025 and has held it in 5 quarters since. 41 funds tracked by Wall St. Rank hold ZMAY as of Q2 2026.

  • Evolution Wealth Management held 13,342 shares of Innovator Equity Defined Protection ETF - 1 Yr May worth $346K as of Q2 2026.
  • Evolution Wealth Management bought 3,845 Innovator Equity Defined Protection ETF - 1 Yr May shares in Q2 2026, an estimated $99.4K.
  • Innovator Equity Defined Protection ETF - 1 Yr May made up 0.2% of Evolution Wealth Management's portfolio in Q2 2026, its #82 holding.
  • Evolution Wealth Management first reported a position in Innovator Equity Defined Protection ETF - 1 Yr May in Q2 2025 and has held it in 5 quarters since.
  • 41 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr May as of Q2 2026.

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