JF
ZMAR

JSF Financial’s Innovator Equity Defined Protection ETF - 1 Yr March ZMAR Stock Holding History

JSF Financial’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 		$217K Hold
7,703
– – 0.03% 135
2026
Q1 		$212K Buy
+7,703
New +$213K 0.04% 122

Other funds holding ZMAR

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
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
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
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
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

JSF Financial's ZMAR Position: Q2 2026 in Review

JSF Financial held its Innovator Equity Defined Protection ETF - 1 Yr March (ZMAR) position steady in Q2 2026 at 7,703 shares worth $217K. The position accounts for 0.03% of the portfolio, ranked #135.

JSF Financial first reported a position in ZMAR in Q1 2026 and has held it in 2 quarters since. 85 funds tracked by Wall St. Rank hold ZMAR as of Q2 2026.

  • JSF Financial held 7,703 shares of Innovator Equity Defined Protection ETF - 1 Yr March worth $217K as of Q2 2026.
  • JSF Financial left its Innovator Equity Defined Protection ETF - 1 Yr March share count unchanged in Q2 2026.
  • Innovator Equity Defined Protection ETF - 1 Yr March made up 0.03% of JSF Financial's portfolio in Q2 2026, its #135 holding.
  • JSF Financial first reported a position in Innovator Equity Defined Protection ETF - 1 Yr March in Q1 2026 and has held it in 2 quarters since.
  • 85 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr March as of Q2 2026.

Based on JSF Financial's 13F filing for Q2 2026, filed 28 Jul 2026.