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

Tradition 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 Q1	$316K	Buy	11,447 +3,001	+36%	+$82.9K	0.02%	376
2025 Q4	$232K	Hold	8,446	–	–	0.02%	433
2025 Q3	$229K	Hold	8,446	–	–	0.02%	428
2025 Q2	$224K	Buy	+8,446	New	+$220K	0.02%	411

Other funds holding ZMAR

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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

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 $31B AUM 28.39% 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

Tradition Wealth Management's ZMAR Position: Q1 2026 in Review

Tradition Wealth Management increased its Innovator Equity Defined Protection ETF - 1 Yr March (ZMAR) stake by 36% in Q1 2026, buying an estimated $82.9K and bringing the position to 11,447 shares worth $316K. The position accounts for 0.02% of the portfolio, ranked #376.

Tradition Wealth Management first reported a position in ZMAR in Q2 2025 and has held it in 4 quarters since. 83 funds tracked by Wall St. Rank hold ZMAR as of Q1 2026.

Tradition Wealth Management held 11,447 shares of Innovator Equity Defined Protection ETF - 1 Yr March worth $316K as of Q1 2026.
Tradition Wealth Management bought 3,001 Innovator Equity Defined Protection ETF - 1 Yr March shares in Q1 2026, an estimated $82.9K.
Innovator Equity Defined Protection ETF - 1 Yr March made up 0.02% of Tradition Wealth Management's portfolio in Q1 2026, its #376 holding.
Tradition Wealth Management first reported a position in Innovator Equity Defined Protection ETF - 1 Yr March in Q2 2025 and has held it in 4 quarters since.
83 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr March as of Q1 2026.

Based on Tradition Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.