Osaic Holdings’s Innovator Equity Defined Protection ETF - 1 Yr March ZMAR Stock Holding History

Osaic Holdings’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 Q1	$1.81M	Buy	65,749 +30,000	+84%	+$829K	﹤0.01%	2156
2025 Q4	$983K	Hold	35,749	–	–	﹤0.01%	2713
2025 Q3	$968K	Buy	35,749 +8,781	+33%	+$235K	﹤0.01%	2828
2025 Q2	$715K	Sell	26,968 -565	-2%	-$14.7K	﹤0.01%	2806
2025 Q1	$710K	Buy	+27,533	New	+$711K	﹤0.01%	2549

Other funds holding ZMAR

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

CNC

Canandaigua National Corp Canandaigua, New York $1.12B AUM

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

LWA

Lineweaver Wealth Advisors Valley View, Ohio $845M AUM 20.71% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return

CWMK

Caliber Wealth Management (Kansas) Overland Park, Kansas $914M AUM 21.56% 1-Year Est. Return

Osaic Holdings's ZMAR Position: Q1 2026 in Review

Osaic Holdings increased its Innovator Equity Defined Protection ETF - 1 Yr March (ZMAR) stake by 84% in Q1 2026, buying an estimated $829K and bringing the position to 65,749 shares worth $1.81M. The position accounts for ﹤0.01% of the portfolio, ranked #2156.

Osaic Holdings first reported a position in ZMAR in Q1 2025 and has held it in 5 quarters since. 82 funds tracked by Wall St. Rank hold ZMAR as of Q1 2026.

Osaic Holdings held 65,749 shares of Innovator Equity Defined Protection ETF - 1 Yr March worth $1.81M as of Q1 2026.
Osaic Holdings bought 30,000 Innovator Equity Defined Protection ETF - 1 Yr March shares in Q1 2026, an estimated $829K.
Innovator Equity Defined Protection ETF - 1 Yr March made up ﹤0.01% of Osaic Holdings's portfolio in Q1 2026, its #2156 holding.
Osaic Holdings first reported a position in Innovator Equity Defined Protection ETF - 1 Yr March in Q1 2025 and has held it in 5 quarters since.
82 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr March as of Q1 2026.

Based on Osaic Holdings's 13F filing for Q1 2026, filed 15 May 2026.