KWA
ZMAY

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

Kingswood Wealth Advisors’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 		$957K Buy
36,858
+5,634
+18% +$146K 0.04% 416
2026
Q1 		$800K Sell
31,224
-197
-0.6% -$5.03K 0.04% 424
2025
Q4 		$799K Hold
31,421
– – 0.04% 394
2025
Q3 		$789K Hold
31,421
– – 0.05% 351
2025
Q2 		$777K Buy
+31,421
New +$770K 0.06% 310

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
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

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

Kingswood Wealth Advisors increased its Innovator Equity Defined Protection ETF - 1 Yr May (ZMAY) stake by 18% in Q2 2026, buying an estimated $146K and bringing the position to 36,858 shares worth $957K. The position accounts for 0.04% of the portfolio, ranked #416.

Kingswood Wealth Advisors first reported a position in ZMAY in Q2 2025 and has held it in 5 quarters since. 35 funds tracked by Wall St. Rank hold ZMAY as of Q2 2026.

  • Kingswood Wealth Advisors held 36,858 shares of Innovator Equity Defined Protection ETF - 1 Yr May worth $957K as of Q2 2026.
  • Kingswood Wealth Advisors bought 5,634 Innovator Equity Defined Protection ETF - 1 Yr May shares in Q2 2026, an estimated $146K.
  • Innovator Equity Defined Protection ETF - 1 Yr May made up 0.04% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #416 holding.
  • Kingswood Wealth Advisors first reported a position in Innovator Equity Defined Protection ETF - 1 Yr May in Q2 2025 and has held it in 5 quarters since.
  • 35 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr May as of Q2 2026.

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