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 Q1	$212K	Buy	+7,703	New	+$213K	0.04%	122

Other funds holding ZMAR

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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 Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return

JSF Financial's ZMAR Position: Q1 2026 in Review

JSF Financial opened a new position in Innovator Equity Defined Protection ETF - 1 Yr March (ZMAR) in Q1 2026: 7,703 shares worth $212K. The stake represents 0.04% of the portfolio and ranks #122 among its holdings.

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

JSF Financial held 7,703 shares of Innovator Equity Defined Protection ETF - 1 Yr March worth $212K as of Q1 2026.
Innovator Equity Defined Protection ETF - 1 Yr March was a new JSF Financial position in Q1 2026.
Innovator Equity Defined Protection ETF - 1 Yr March made up 0.04% of JSF Financial's portfolio in Q1 2026, its #122 holding.
82 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr March as of Q1 2026.

Based on JSF Financial's 13F filing for Q1 2026, filed 7 May 2026.