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

KFG 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	$1.06M	Buy	37,599 +938	+3%	+$26.3K	0.12%	85
2026 Q1	$1.01M	Buy	36,661 +26,130	+248%	+$722K	0.13%	76
2025 Q4	$290K	Hold	10,531	–	–	0.04%	175
2025 Q3	$285K	Hold	10,531	–	–	0.04%	173
2025 Q2	$279K	Hold	10,531	–	–	0.04%	171
2025 Q1	$271K	Buy	+10,531	New	+$272K	0.05%	167

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

LWA

Lineweaver Wealth Advisors Valley View, Ohio $845M AUM 20.71% 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

BWM

Brown Wealth Management Naperville, Illinois $447M AUM 16.94% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

CWMK

Caliber Wealth Management (Kansas) Overland Park, Kansas $1.04B AUM 25.31% 1-Year Est. Return

KFG Wealth Management's ZMAR Position: Q2 2026 in Review

KFG Wealth Management increased its Innovator Equity Defined Protection ETF - 1 Yr March (ZMAR) stake by 2.6% in Q2 2026, buying an estimated $26.3K and bringing the position to 37,599 shares worth $1.06M. The position accounts for 0.12% of the portfolio, ranked #85.

KFG Wealth Management first reported a position in ZMAR in Q1 2025 and has held it in 6 quarters since. 39 funds tracked by Wall St. Rank hold ZMAR as of Q2 2026.

KFG Wealth Management held 37,599 shares of Innovator Equity Defined Protection ETF - 1 Yr March worth $1.06M as of Q2 2026.
KFG Wealth Management bought 938 Innovator Equity Defined Protection ETF - 1 Yr March shares in Q2 2026, an estimated $26.3K.
Innovator Equity Defined Protection ETF - 1 Yr March made up 0.12% of KFG Wealth Management's portfolio in Q2 2026, its #85 holding.
KFG Wealth Management first reported a position in Innovator Equity Defined Protection ETF - 1 Yr March in Q1 2025 and has held it in 6 quarters since.
39 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr March as of Q2 2026.

Based on KFG Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.