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

Truist 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	$3.64M	Hold	128,863	–	–	﹤0.01%	1075
2026 Q1	$3.55M	Buy	128,863 +106,924	+487%	+$2.95M	﹤0.01%	1009
2025 Q4	$603K	Sell	21,939 -1,711	-7%	-$46.6K	﹤0.01%	1939
2025 Q3	$640K	Hold	23,650	–	–	﹤0.01%	1883
2025 Q2	$627K	Sell	23,650 -4,000	-14%	-$104K	﹤0.01%	1840
2025 Q1	$713K	Buy	+27,650	New	+$714K	﹤0.01%	1683

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

CNBT

Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM

LWA

Lineweaver Wealth Advisors Valley View, Ohio $845M AUM 20.71% 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

BWM

Brown Wealth Management Naperville, Illinois $447M AUM 16.94% 1-Year Est. Return

KWM

KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

CWMK

Caliber Wealth Management (Kansas) Overland Park, Kansas $1.04B AUM 25.31% 1-Year Est. Return

Truist Financial's ZMAR Position: Q2 2026 in Review

Truist Financial held its Innovator Equity Defined Protection ETF - 1 Yr March (ZMAR) position steady in Q2 2026 at 128,863 shares worth $3.64M. The position accounts for ﹤0.01% of the portfolio, ranked #1075.

Truist Financial first reported a position in ZMAR in Q1 2025 and has held it in 6 quarters since. 39 funds tracked by Wall St. Rank hold ZMAR as of Q2 2026.

Truist Financial held 128,863 shares of Innovator Equity Defined Protection ETF - 1 Yr March worth $3.64M as of Q2 2026.
Truist Financial left its Innovator Equity Defined Protection ETF - 1 Yr March share count unchanged in Q2 2026.
Innovator Equity Defined Protection ETF - 1 Yr March made up ﹤0.01% of Truist Financial's portfolio in Q2 2026, its #1075 holding.
Truist Financial first reported a position in Innovator Equity Defined Protection ETF - 1 Yr March in Q1 2025 and has held it in 6 quarters since.
39 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr March as of Q2 2026.

Based on Truist Financial's 13F filing for Q2 2026, filed 28 Jul 2026.