Raymond James Financial
ZMAR

Raymond James Financial’s Innovator Equity Defined Protection ETF - 1 Yr March ZMAR Stock Holding History

Raymond James Financial’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 		$3.02M Sell
109,388
-3,759
-3% -$104K ﹤0.01% 3016
2025
Q4 		$3.11M Sell
113,147
-46,388
-29% -$1.26M ﹤0.01% 2899
2025
Q3 		$4.32M Buy
159,535
+5,107
+3% +$137K ﹤0.01% 2568
2025
Q2 		$4.09M Buy
154,428
+954
+0.6% +$24.8K ﹤0.01% 2508
2025
Q1 		$3.96M Buy
+153,474
New +$3.96M ﹤0.01% 2483

Other funds holding ZMAR

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Cetera Investment Advisers
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
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
CWMK
Caliber Wealth Management (Kansas) Overland Park, Kansas $914M AUM 21.56% 1-Year Est. Return

Raymond James Financial's ZMAR Position: Q1 2026 in Review

Raymond James Financial reduced its Innovator Equity Defined Protection ETF - 1 Yr March (ZMAR) stake by 3.3% in Q1 2026, selling an estimated $104K and leaving 109,388 shares worth $3.02M. The position accounts for ﹤0.01% of the portfolio, ranked #3016.

Raymond James Financial first reported a position in ZMAR in Q1 2025 and has held it in 5 quarters since. The position peaked at $4.32M in Q3 2025. 82 funds tracked by Wall St. Rank hold ZMAR as of Q1 2026.

  • Raymond James Financial held 109,388 shares of Innovator Equity Defined Protection ETF - 1 Yr March worth $3.02M as of Q1 2026.
  • Raymond James Financial sold 3,759 Innovator Equity Defined Protection ETF - 1 Yr March shares in Q1 2026, an estimated $104K.
  • Innovator Equity Defined Protection ETF - 1 Yr March made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #3016 holding.
  • Raymond James Financial first reported a position in Innovator Equity Defined Protection ETF - 1 Yr March in Q1 2025 and has held it in 5 quarters since.
  • Raymond James Financial's Innovator Equity Defined Protection ETF - 1 Yr March position peaked at $4.32M in Q3 2025.
  • 82 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr March as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.