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

Physician 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 Q1	$55.2K	Hold	2,000	–	–	0.01%	381
2025 Q4	$55K	Hold	2,000	–	–	0.01%	370
2025 Q3	$54.2K	Hold	2,000	–	–	0.01%	364
2025 Q2	$53K	Hold	2,000	–	–	0.01%	336
2025 Q1	$51.5K	Buy	+2,000	New	+$51.6K	0.01%	333

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

MMA

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

Physician Wealth Advisors's ZMAR Position: Q1 2026 in Review

Physician Wealth Advisors held its Innovator Equity Defined Protection ETF - 1 Yr March (ZMAR) position steady in Q1 2026 at 2,000 shares worth $55.2K. The position accounts for 0.01% of the portfolio, ranked #381.

Physician Wealth Advisors 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.

Physician Wealth Advisors held 2,000 shares of Innovator Equity Defined Protection ETF - 1 Yr March worth $55.2K as of Q1 2026.
Physician Wealth Advisors left its Innovator Equity Defined Protection ETF - 1 Yr March share count unchanged in Q1 2026.
Innovator Equity Defined Protection ETF - 1 Yr March made up 0.01% of Physician Wealth Advisors's portfolio in Q1 2026, its #381 holding.
Physician Wealth Advisors 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 Physician Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.