TWM
ZMAR

TopTier Wealth Management’s Innovator Equity Defined Protection ETF - 1 Yr March ZMAR Stock Holding History

TopTier Wealth Management’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 		– Sell
-6,552
Closed -$181K – 787
2026
Q1 		$181K Buy
+6,552
New +$181K 0.11% 136

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

TopTier Wealth Management's ZMAR Position: Q2 2026 in Review

TopTier Wealth Management sold out of Innovator Equity Defined Protection ETF - 1 Yr March (ZMAR) in Q2 2026, closing a stake of 6,552 shares — an estimated $181K sold.

TopTier Wealth Management first reported a position in ZMAR in Q1 2026 and held it in 1 quarter. The position peaked at $181K in Q1 2026. 85 funds tracked by Wall St. Rank hold ZMAR as of Q2 2026.

  • TopTier Wealth Management reported no remaining Innovator Equity Defined Protection ETF - 1 Yr March position as of Q2 2026 after selling out during the quarter.
  • TopTier Wealth Management sold 6,552 Innovator Equity Defined Protection ETF - 1 Yr March shares in Q2 2026, an estimated $181K.
  • TopTier Wealth Management first reported a position in Innovator Equity Defined Protection ETF - 1 Yr March in Q1 2026 and held it in 1 quarter.
  • TopTier Wealth Management's Innovator Equity Defined Protection ETF - 1 Yr March position peaked at $181K in Q1 2026.
  • 85 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr March as of Q2 2026.

Based on TopTier Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.