IWMO
ZMAY

Integrated Wealth Management (Ohio)’s Innovator Equity Defined Protection ETF - 1 Yr May ZMAY Stock Holding History

Integrated Wealth Management (Ohio)’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 		$1.06M Buy
+40,725
New +$1.05M 1.12% 23

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
SC
Sykon Capital Harrison, New York $325M AUM 19.22% 1-Year Est. Return
AWMI
Aegis Wealth Management (Iowa) Guthrie Center, Iowa $155M AUM
HBS
Howard Bailey Securities Fort Wayne, Indiana $267M AUM 15.68% 1-Year Est. Return
CAG
Csenge Advisory Group Clearwater, Florida $2.47B AUM 24.93% 1-Year Est. Return
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

Integrated Wealth Management (Ohio)'s ZMAY Position: Q2 2026 in Review

Integrated Wealth Management (Ohio) opened a new position in Innovator Equity Defined Protection ETF - 1 Yr May (ZMAY) in Q2 2026: 40,725 shares worth $1.06M. The stake represents 1.12% of the portfolio and ranks #23 among its holdings.

57 funds tracked by Wall St. Rank hold ZMAY as of Q2 2026.

  • Integrated Wealth Management (Ohio) held 40,725 shares of Innovator Equity Defined Protection ETF - 1 Yr May worth $1.06M as of Q2 2026.
  • Innovator Equity Defined Protection ETF - 1 Yr May was a new Integrated Wealth Management (Ohio) position in Q2 2026.
  • Innovator Equity Defined Protection ETF - 1 Yr May made up 1.12% of Integrated Wealth Management (Ohio)'s portfolio in Q2 2026, its #23 holding.
  • 57 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr May as of Q2 2026.

Based on Integrated Wealth Management (Ohio)'s 13F filing for Q2 2026, filed 11 Aug 2026.