Steward Partners Investment Advisory’s Innovator Equity Defined Protection ETF - 1 Yr March ZMAR Stock Holding History

Steward Partners Investment Advisory’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	$11.1K	Hold	404	–	–	﹤0.01%	3507
2025 Q4	$11.1K	Buy	+404	New	+$11K	﹤0.01%	3405

Other funds holding ZMAR

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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 $8.53B AUM 21.43% 1-Year Est. Return

Steward Partners Investment Advisory's ZMAR Position: Q1 2026 in Review

Steward Partners Investment Advisory held its Innovator Equity Defined Protection ETF - 1 Yr March (ZMAR) position steady in Q1 2026 at 404 shares worth $11.1K. The position accounts for ﹤0.01% of the portfolio, ranked #3507.

Steward Partners Investment Advisory first reported a position in ZMAR in Q4 2025 and has held it in 2 quarters since. 82 funds tracked by Wall St. Rank hold ZMAR as of Q1 2026.

Steward Partners Investment Advisory held 404 shares of Innovator Equity Defined Protection ETF - 1 Yr March worth $11.1K as of Q1 2026.
Steward Partners Investment Advisory 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 Steward Partners Investment Advisory's portfolio in Q1 2026, its #3507 holding.
Steward Partners Investment Advisory first reported a position in Innovator Equity Defined Protection ETF - 1 Yr March in Q4 2025 and has held it in 2 quarters since.
82 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr March as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.