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

Kingswood Wealth Advisors’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	7,683	–	–	0.01%	914
2026 Q1	$212K	Sell	7,683 -470	-6%	-$13K	0.01%	863
2025 Q4	$224K	Hold	8,153	–	–	0.01%	779
2025 Q3	$221K	Sell	8,153 -945	-10%	-$25.3K	0.01%	735
2025 Q2	$241K	Hold	9,098	–	–	0.02%	640
2025 Q1	$234K	Buy	+9,098	New	+$235K	0.02%	626

Other funds holding ZMAR

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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

KWM

KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return

BCM

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

Kingswood Wealth Advisors's ZMAR Position: Q2 2026 in Review

Kingswood Wealth Advisors held its Innovator Equity Defined Protection ETF - 1 Yr March (ZMAR) position steady in Q2 2026 at 7,683 shares worth $217K. The position accounts for 0.01% of the portfolio, ranked #914.

Kingswood Wealth Advisors first reported a position in ZMAR in Q1 2025 and has held it in 6 quarters since. The position peaked at $241K in Q2 2025. 39 funds tracked by Wall St. Rank hold ZMAR as of Q2 2026.

Kingswood Wealth Advisors held 7,683 shares of Innovator Equity Defined Protection ETF - 1 Yr March worth $217K as of Q2 2026.
Kingswood Wealth Advisors 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 0.01% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #914 holding.
Kingswood Wealth Advisors first reported a position in Innovator Equity Defined Protection ETF - 1 Yr March in Q1 2025 and has held it in 6 quarters since.
Kingswood Wealth Advisors's Innovator Equity Defined Protection ETF - 1 Yr March position peaked at $241K in Q2 2025.
39 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr March as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.