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

Lineweaver 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	$2.39M	Hold	84,609	–	–	0.28%	78
2026 Q1	$2.33M	Buy	84,609 +27,280	+48%	+$754K	0.31%	69
2025 Q4	$1.58M	Sell	57,329 -5,208	-8%	-$142K	0.21%	90
2025 Q3	$1.69M	Hold	62,537	–	–	0.25%	80
2025 Q2	$1.66M	Buy	62,537 +41	+0.1%	+$1.07K	0.26%	79
2025 Q1	$1.61M	Buy	+62,496	New	+$1.61M	0.27%	76

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

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

CWMK

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

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

Lineweaver Wealth Advisors held its Innovator Equity Defined Protection ETF - 1 Yr March (ZMAR) position steady in Q2 2026 at 84,609 shares worth $2.39M. The position accounts for 0.28% of the portfolio, ranked #78.

Lineweaver Wealth Advisors 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.

Lineweaver Wealth Advisors held 84,609 shares of Innovator Equity Defined Protection ETF - 1 Yr March worth $2.39M as of Q2 2026.
Lineweaver 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 0.28% of Lineweaver Wealth Advisors's portfolio in Q2 2026, its #78 holding.
Lineweaver 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.
39 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr March as of Q2 2026.

Based on Lineweaver Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.