TFA
ZMAY

TPG Financial Advisors’s Innovator Equity Defined Protection ETF - 1 Yr May ZMAY Stock Holding History

TPG Financial Advisors’s Portfolio ZMAY Stock Details ZMAY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-9,799
Closed -$242K – 69
2025
Q2 		$242K Buy
+9,799
New +$240K 0.1% 59

Other funds holding ZMAY

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HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LWA
Lineweaver Wealth Advisors Valley View, Ohio $845M AUM 20.71% 1-Year Est. Return
KWA
Kingswood Wealth Advisors San Diego, California $2.48B AUM 36.19% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
CVA
Central Valley Advisors Sacramento, California $390M AUM 20.62% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

TPG Financial Advisors's ZMAY Position: Q3 2025 in Review

TPG Financial Advisors sold out of Innovator Equity Defined Protection ETF - 1 Yr May (ZMAY) in Q3 2025, closing a stake of 9,799 shares — an estimated $242K sold.

TPG Financial Advisors first reported a position in ZMAY in Q2 2025 and held it in 1 quarter. The position peaked at $242K in Q2 2025. 24 funds tracked by Wall St. Rank hold ZMAY as of Q3 2025.

  • TPG Financial Advisors reported no remaining Innovator Equity Defined Protection ETF - 1 Yr May position as of Q3 2025 after selling out during the quarter.
  • TPG Financial Advisors sold 9,799 Innovator Equity Defined Protection ETF - 1 Yr May shares in Q3 2025, an estimated $242K.
  • TPG Financial Advisors first reported a position in Innovator Equity Defined Protection ETF - 1 Yr May in Q2 2025 and held it in 1 quarter.
  • TPG Financial Advisors's Innovator Equity Defined Protection ETF - 1 Yr May position peaked at $242K in Q2 2025.
  • 24 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr May as of Q3 2025.

Based on TPG Financial Advisors's 13F filing for Q3 2025, filed 13 Nov 2025.