Principal Securities’s Innovator Equity Defined Protection ETF - 1 Yr March ZMAR Stock Holding History

Principal Securities’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	$259K	Buy	+9,381	New	+$259K	﹤0.01%	1274
2025 Q4	–	Sell	-2,881	Closed	-$78K	–	3703
2025 Q3	$78K	Sell	2,881 -2,121	-42%	-$56.8K	﹤0.01%	1716
2025 Q2	$133K	Buy	+5,002	New	+$130K	﹤0.01%	1418

Other funds holding ZMAR

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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 $31B AUM 28.39% 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 $8.53B AUM 21.43% 1-Year Est. Return

Principal Securities's ZMAR Position: Q1 2026 in Review

Principal Securities opened a new position in Innovator Equity Defined Protection ETF - 1 Yr March (ZMAR) in Q1 2026: 9,381 shares worth $259K. The stake represents ﹤0.01% of the portfolio and ranks #1274 among its holdings. This is a return to the name: Principal Securities previously reported a position in ZMAR as recently as Q3 2025.

Principal Securities first reported a position in ZMAR in Q2 2025 and has held it in 3 quarters since. 83 funds tracked by Wall St. Rank hold ZMAR as of Q1 2026.

Principal Securities held 9,381 shares of Innovator Equity Defined Protection ETF - 1 Yr March worth $259K as of Q1 2026.
Innovator Equity Defined Protection ETF - 1 Yr March was a new Principal Securities position in Q1 2026.
Innovator Equity Defined Protection ETF - 1 Yr March made up ﹤0.01% of Principal Securities's portfolio in Q1 2026, its #1274 holding.
Principal Securities first reported a position in Innovator Equity Defined Protection ETF - 1 Yr March in Q2 2025 and has held it in 3 quarters since.
83 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr March as of Q1 2026.

Based on Principal Securities's 13F filing for Q1 2026, filed 13 May 2026.