UBS Group’s Innovator Equity Defined Protection ETF - 1 Yr March ZMAR Stock Holding History

UBS Group’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	–	Sell	-1,070	Closed	-$29.4K	–	11534
2025 Q4	$29.4K	Buy	1,070 +409	+62%	+$11.1K	﹤0.01%	7540
2025 Q3	$17.9K	Buy	661 +659	+32,950%	+$17.7K	﹤0.01%	8227
2025 Q2	$53	Buy	+2	New	+$52	﹤0.01%	10051

Other funds holding ZMAR

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 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 $26.4B AUM 21.05% 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 $7.29B AUM 16.22% 1-Year Est. Return

UBS Group's ZMAR Position: Q1 2026 in Review

UBS Group sold out of Innovator Equity Defined Protection ETF - 1 Yr March (ZMAR) in Q1 2026, closing a stake of 1,070 shares — an estimated $29.4K sold.

UBS Group first reported a position in ZMAR in Q2 2025 and held it in 3 quarters. The position peaked at $29.4K in Q4 2025. 82 funds tracked by Wall St. Rank hold ZMAR as of Q1 2026.

UBS Group reported no remaining Innovator Equity Defined Protection ETF - 1 Yr March position as of Q1 2026 after selling out during the quarter.
UBS Group sold 1,070 Innovator Equity Defined Protection ETF - 1 Yr March shares in Q1 2026, an estimated $29.4K.
UBS Group first reported a position in Innovator Equity Defined Protection ETF - 1 Yr March in Q2 2025 and held it in 3 quarters.
UBS Group's Innovator Equity Defined Protection ETF - 1 Yr March position peaked at $29.4K in Q4 2025.
82 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr March as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.