MFGM
ZAPR

Marshall Financial Group (Maryland)’s Innovator Equity Defined Protection ETF - 1 Yr April ZAPR Stock Holding History

Marshall Financial Group (Maryland)’s Portfolio ZAPR Stock Details ZAPR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$285K Hold
10,710
– – 0.04% 264
2026
Q1 		$280K Hold
10,710
– – 0.04% 250
2025
Q4 		$276K Hold
10,710
– – 0.05% 245
2025
Q3 		$272K Hold
10,710
– – 0.05% 221
2025
Q2 		$268K Buy
+10,710
New +$264K 0.05% 218

Other funds holding ZAPR

KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return
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
SA
Sonoma Allocations Santa Rosa, California $322M AUM 23.6% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return
KA
Kovack Advisors Ft. Lauderdale, Florida $2.08B AUM 38.95% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Marshall Financial Group (Maryland)'s ZAPR Position: Q2 2026 in Review

Marshall Financial Group (Maryland) held its Innovator Equity Defined Protection ETF - 1 Yr April (ZAPR) position steady in Q2 2026 at 10,710 shares worth $285K. The position accounts for 0.04% of the portfolio, ranked #264.

Marshall Financial Group (Maryland) first reported a position in ZAPR in Q2 2025 and has held it in 5 quarters since. 28 funds tracked by Wall St. Rank hold ZAPR as of Q2 2026.

  • Marshall Financial Group (Maryland) held 10,710 shares of Innovator Equity Defined Protection ETF - 1 Yr April worth $285K as of Q2 2026.
  • Marshall Financial Group (Maryland) left its Innovator Equity Defined Protection ETF - 1 Yr April share count unchanged in Q2 2026.
  • Innovator Equity Defined Protection ETF - 1 Yr April made up 0.04% of Marshall Financial Group (Maryland)'s portfolio in Q2 2026, its #264 holding.
  • Marshall Financial Group (Maryland) first reported a position in Innovator Equity Defined Protection ETF - 1 Yr April in Q2 2025 and has held it in 5 quarters since.
  • 28 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr April as of Q2 2026.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q2 2026, filed 20 Jul 2026.