KWM
ZMAY

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

KFG Wealth Management’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 		$565K Buy
21,767
+13,259
+156% +$343K 0.06% 130
2026
Q1 		$218K Sell
8,508
-910
-10% -$23.2K 0.03% 206
2025
Q4 		$240K Sell
9,418
-573
-6% -$14.5K 0.03% 194
2025
Q3 		$251K Hold
9,991
– – 0.04% 180
2025
Q2 		$247K Buy
+9,991
New +$245K 0.04% 177

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
AWMI
Aegis Wealth Management (Iowa) Guthrie Center, Iowa $155M AUM
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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KCM
Key Capital Management Hendersonville, Tn 37075, Tennessee $194M AUM
KWA
Kingswood Wealth Advisors San Diego, California $2.48B AUM 36.19% 1-Year Est. Return

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

KFG Wealth Management increased its Innovator Equity Defined Protection ETF - 1 Yr May (ZMAY) stake by 156% in Q2 2026, buying an estimated $343K and bringing the position to 21,767 shares worth $565K. The position accounts for 0.06% of the portfolio, ranked #130.

KFG Wealth Management first reported a position in ZMAY in Q2 2025 and has held it in 5 quarters since. 36 funds tracked by Wall St. Rank hold ZMAY as of Q2 2026.

  • KFG Wealth Management held 21,767 shares of Innovator Equity Defined Protection ETF - 1 Yr May worth $565K as of Q2 2026.
  • KFG Wealth Management bought 13,259 Innovator Equity Defined Protection ETF - 1 Yr May shares in Q2 2026, an estimated $343K.
  • Innovator Equity Defined Protection ETF - 1 Yr May made up 0.06% of KFG Wealth Management's portfolio in Q2 2026, its #130 holding.
  • KFG Wealth Management first reported a position in Innovator Equity Defined Protection ETF - 1 Yr May in Q2 2025 and has held it in 5 quarters since.
  • 36 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr May as of Q2 2026.

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