MWM
ZMAY

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

Mosley Wealth Management’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 		$91.5K Buy
+3,525
New +$91.1K 0.03% 203

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
KWA
Kingswood Wealth Advisors San Diego, California $2.48B AUM 36.19% 1-Year Est. Return

Mosley Wealth Management's ZMAY Position: Q2 2026 in Review

Mosley Wealth Management opened a new position in Innovator Equity Defined Protection ETF - 1 Yr May (ZMAY) in Q2 2026: 3,525 shares worth $91.5K. The stake represents 0.03% of the portfolio and ranks #203 among its holdings.

42 funds tracked by Wall St. Rank hold ZMAY as of Q2 2026.

  • Mosley Wealth Management held 3,525 shares of Innovator Equity Defined Protection ETF - 1 Yr May worth $91.5K as of Q2 2026.
  • Innovator Equity Defined Protection ETF - 1 Yr May was a new Mosley Wealth Management position in Q2 2026.
  • Innovator Equity Defined Protection ETF - 1 Yr May made up 0.03% of Mosley Wealth Management's portfolio in Q2 2026, its #203 holding.
  • 42 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr May as of Q2 2026.

Based on Mosley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.