Rothschild Investment LLC’s Innovator Equity Defined Protection ETF - 1 Yr March ZMAR Stock Holding History

Rothschild Investment LLC’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	$102K	Hold	3,600	–	–	﹤0.01%	1047
2026 Q1	$99.3K	Buy	+3,600	New	+$99.5K	0.01%	891

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 $1.19B 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 $845M AUM 20.71% 1-Year Est. Return

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

KAS

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

MMA

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

Rothschild Investment LLC's ZMAR Position: Q2 2026 in Review

Rothschild Investment LLC held its Innovator Equity Defined Protection ETF - 1 Yr March (ZMAR) position steady in Q2 2026 at 3,600 shares worth $102K. The position accounts for ﹤0.01% of the portfolio, ranked #1047.

Rothschild Investment LLC first reported a position in ZMAR in Q1 2026 and has held it in 2 quarters since. 85 funds tracked by Wall St. Rank hold ZMAR as of Q2 2026.

Rothschild Investment LLC held 3,600 shares of Innovator Equity Defined Protection ETF - 1 Yr March worth $102K as of Q2 2026.
Rothschild Investment LLC left its Innovator Equity Defined Protection ETF - 1 Yr March share count unchanged in Q2 2026.
Innovator Equity Defined Protection ETF - 1 Yr March made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #1047 holding.
Rothschild Investment LLC first reported a position in Innovator Equity Defined Protection ETF - 1 Yr March in Q1 2026 and has held it in 2 quarters since.
85 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr March as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.