Farther Finance Advisors’s Innovator Equity Defined Protection ETF - 1 Yr March ZMAR Stock Holding History

Farther Finance Advisors’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	$245K	Sell	8,689 -36	-0.4%	-$1.01K	﹤0.01%	2096
2026 Q1	$241K	Buy	8,725 +4,883	+127%	+$135K	﹤0.01%	1892
2025 Q4	$106K	Hold	3,842	–	–	﹤0.01%	2316
2025 Q3	$104K	Hold	3,842	–	–	﹤0.01%	2021
2025 Q2	$102K	Buy	+3,842	New	+$99.9K	﹤0.01%	1753

Other funds holding ZMAR

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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

LWA

Lineweaver Wealth Advisors Valley View, Ohio $845M AUM 20.71% 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

BWM

Brown Wealth Management Naperville, Illinois $447M AUM 16.94% 1-Year Est. Return

KWM

KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Farther Finance Advisors's ZMAR Position: Q2 2026 in Review

Farther Finance Advisors reduced its Innovator Equity Defined Protection ETF - 1 Yr March (ZMAR) stake by 0.41% in Q2 2026, selling an estimated $1.01K and leaving 8,689 shares worth $245K. The position accounts for ﹤0.01% of the portfolio, ranked #2096.

Farther Finance Advisors first reported a position in ZMAR in Q2 2025 and has held it in 5 quarters since. 39 funds tracked by Wall St. Rank hold ZMAR as of Q2 2026.

Farther Finance Advisors held 8,689 shares of Innovator Equity Defined Protection ETF - 1 Yr March worth $245K as of Q2 2026.
Farther Finance Advisors sold 36 Innovator Equity Defined Protection ETF - 1 Yr March shares in Q2 2026, an estimated $1.01K.
Innovator Equity Defined Protection ETF - 1 Yr March made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #2096 holding.
Farther Finance Advisors first reported a position in Innovator Equity Defined Protection ETF - 1 Yr March in Q2 2025 and has held it in 5 quarters since.
39 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr March as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.