FPWM
ZMAR

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
Q1 		$295K Buy
+10,680
New +$295K 0.18% 37

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 $8.53B AUM 21.43% 1-Year Est. Return

Five Pine Wealth Management's ZMAR Position: Q1 2026 in Review

Five Pine Wealth Management opened a new position in Innovator Equity Defined Protection ETF - 1 Yr March (ZMAR) in Q1 2026: 10,680 shares worth $295K. The stake represents 0.18% of the portfolio and ranks #37 among its holdings.

82 funds tracked by Wall St. Rank hold ZMAR as of Q1 2026.

  • Five Pine Wealth Management held 10,680 shares of Innovator Equity Defined Protection ETF - 1 Yr March worth $295K as of Q1 2026.
  • Innovator Equity Defined Protection ETF - 1 Yr March was a new Five Pine Wealth Management position in Q1 2026.
  • Innovator Equity Defined Protection ETF - 1 Yr March made up 0.18% of Five Pine Wealth Management's portfolio in Q1 2026, its #37 holding.
  • 82 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr March as of Q1 2026.

Based on Five Pine Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.