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 Q2	$267K	Buy	9,456 +75	+0.8%	+$2.1K	﹤0.01%	1376
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 $44.6B AUM 28.94% 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

CNBT

Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LWA

Lineweaver Wealth Advisors Valley View, Ohio $863M AUM 14.27% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Principal Securities's ZMAR Position: Q2 2026 in Review

Principal Securities increased its Innovator Equity Defined Protection ETF - 1 Yr March (ZMAR) stake by 0.8% in Q2 2026, buying an estimated $2.1K and bringing the position to 9,456 shares worth $267K. The position accounts for ﹤0.01% of the portfolio, ranked #1376.

Principal Securities first reported a position in ZMAR in Q2 2025 and has held it in 4 quarters since. 85 funds tracked by Wall St. Rank hold ZMAR as of Q2 2026.

Principal Securities held 9,456 shares of Innovator Equity Defined Protection ETF - 1 Yr March worth $267K as of Q2 2026.
Principal Securities bought 75 Innovator Equity Defined Protection ETF - 1 Yr March shares in Q2 2026, an estimated $2.1K.
Innovator Equity Defined Protection ETF - 1 Yr March made up ﹤0.01% of Principal Securities's portfolio in Q2 2026, its #1376 holding.
Principal Securities first reported a position in Innovator Equity Defined Protection ETF - 1 Yr March in Q2 2025 and has held it in 4 quarters since.
85 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr March as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.