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 Q3	$703K	Sell	24,553 -13,046	-35%	-$371K	0.08%	113
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 $45.2B AUM 20.72% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM

Lineweaver Wealth Advisors Valley View, Ohio $863M AUM 14.27% 1-Year Est. Return

Miracle Mile Advisors Los Angeles, California $8.91B AUM 15.32% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

BWM

Brown Wealth Management Naperville, Illinois $456M AUM 10.79% 1-Year Est. Return

KFG Wealth Management's ZMAR Position: Q3 2026 in Review

KFG Wealth Management reduced its Innovator Equity Defined Protection ETF - 1 Yr March (ZMAR) stake by 35% in Q3 2026, selling an estimated $371K and leaving 24,553 shares worth $703K. The position accounts for 0.08% of the portfolio, ranked #113.

KFG Wealth Management first reported a position in ZMAR in Q1 2025 and has held it in 7 quarters since. The position peaked at $1.06M in Q2 2026. 47 funds tracked by Wall St. Rank hold ZMAR as of Q3 2026.

KFG Wealth Management held 24,553 shares of Innovator Equity Defined Protection ETF - 1 Yr March worth $703K as of Q3 2026.
KFG Wealth Management sold 13,046 Innovator Equity Defined Protection ETF - 1 Yr March shares in Q3 2026, an estimated $371K.
Innovator Equity Defined Protection ETF - 1 Yr March made up 0.08% of KFG Wealth Management's portfolio in Q3 2026, its #113 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 7 quarters since.
KFG Wealth Management's Innovator Equity Defined Protection ETF - 1 Yr March position peaked at $1.06M in Q2 2026.
47 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr March as of Q3 2026.

Based on KFG Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.