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

Five Pine 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	$235K	Sell	8,332 -2,348	-22%	-$65.9K	0.13%	43
2026 Q1	$295K	Buy	+10,680	New	+$295K	0.18%	37

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

Five Pine Wealth Management's ZMAR Position: Q2 2026 in Review

Five Pine Wealth Management reduced its Innovator Equity Defined Protection ETF - 1 Yr March (ZMAR) stake by 22% in Q2 2026, selling an estimated $65.9K and leaving 8,332 shares worth $235K. The position accounts for 0.13% of the portfolio, ranked #43.

Five Pine Wealth Management first reported a position in ZMAR in Q1 2026 and has held it in 2 quarters since. The position peaked at $295K in Q1 2026. 85 funds tracked by Wall St. Rank hold ZMAR as of Q2 2026.

Five Pine Wealth Management held 8,332 shares of Innovator Equity Defined Protection ETF - 1 Yr March worth $235K as of Q2 2026.
Five Pine Wealth Management sold 2,348 Innovator Equity Defined Protection ETF - 1 Yr March shares in Q2 2026, an estimated $65.9K.
Innovator Equity Defined Protection ETF - 1 Yr March made up 0.13% of Five Pine Wealth Management's portfolio in Q2 2026, its #43 holding.
Five Pine Wealth Management first reported a position in Innovator Equity Defined Protection ETF - 1 Yr March in Q1 2026 and has held it in 2 quarters since.
Five Pine Wealth Management's Innovator Equity Defined Protection ETF - 1 Yr March position peaked at $295K in Q1 2026.
85 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr March as of Q2 2026.

Based on Five Pine Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.