SF
ZMAR

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

Summit 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
Q2 		$225K Buy
+7,965
New +$223K ﹤0.01% 1472

Other funds holding ZMAR

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
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
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
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
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

Summit Financial's ZMAR Position: Q2 2026 in Review

Summit Financial opened a new position in Innovator Equity Defined Protection ETF - 1 Yr March (ZMAR) in Q2 2026: 7,965 shares worth $225K. The stake represents ﹤0.01% of the portfolio and ranks #1472 among its holdings.

85 funds tracked by Wall St. Rank hold ZMAR as of Q2 2026.

  • Summit Financial held 7,965 shares of Innovator Equity Defined Protection ETF - 1 Yr March worth $225K as of Q2 2026.
  • Innovator Equity Defined Protection ETF - 1 Yr March was a new Summit Financial position in Q2 2026.
  • Innovator Equity Defined Protection ETF - 1 Yr March made up ﹤0.01% of Summit Financial's portfolio in Q2 2026, its #1472 holding.
  • 85 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr March as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.