LWA
ZMAY

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

Lineweaver 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 		$1.7M Buy
65,645
+30,828
+89% +$797K 0.2% 97
2026
Q1 		$892K Hold
34,817
– – 0.12% 113
2025
Q4 		$885K Hold
34,817
– – 0.12% 114
2025
Q3 		$874K Buy
+34,817
New +$867K 0.13% 111

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
SC
Sykon Capital Harrison, New York $325M AUM 19.22% 1-Year Est. Return
AWMI
Aegis Wealth Management (Iowa) Guthrie Center, Iowa $155M AUM
HBS
Howard Bailey Securities Fort Wayne, Indiana $267M AUM 15.68% 1-Year Est. Return
CAG
Csenge Advisory Group Clearwater, Florida $2.47B AUM 24.93% 1-Year Est. Return
SC
Syon Capital San Francisco, California $2.3B AUM 25.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

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

Lineweaver Wealth Advisors increased its Innovator Equity Defined Protection ETF - 1 Yr May (ZMAY) stake by 89% in Q2 2026, buying an estimated $797K and bringing the position to 65,645 shares worth $1.7M. The position accounts for 0.2% of the portfolio, ranked #97.

Lineweaver Wealth Advisors first reported a position in ZMAY in Q3 2025 and has held it in 4 quarters since. 68 funds tracked by Wall St. Rank hold ZMAY as of Q2 2026.

  • Lineweaver Wealth Advisors held 65,645 shares of Innovator Equity Defined Protection ETF - 1 Yr May worth $1.7M as of Q2 2026.
  • Lineweaver Wealth Advisors bought 30,828 Innovator Equity Defined Protection ETF - 1 Yr May shares in Q2 2026, an estimated $797K.
  • Innovator Equity Defined Protection ETF - 1 Yr May made up 0.2% of Lineweaver Wealth Advisors's portfolio in Q2 2026, its #97 holding.
  • Lineweaver Wealth Advisors first reported a position in Innovator Equity Defined Protection ETF - 1 Yr May in Q3 2025 and has held it in 4 quarters since.
  • 68 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr May as of Q2 2026.

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