Vantage Financial Partners (Wisconsin)’s Innovator Equity Defined Protection ETF - 1 Yr March ZMAR Stock Holding History

Vantage Financial Partners (Wisconsin)’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
2025 Q4	$218K	Hold	7,925	–	–	0.04%	195
2025 Q3	$215K	Sell	7,925 -58	-0.7%	-$1.55K	0.05%	198
2025 Q2	$212K	Buy	+7,983	New	+$207K	0.05%	189

Other funds holding ZMAR

CWMK

Caliber Wealth Management (Kansas) Overland Park, Kansas $914M AUM 21.56% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return

LWA

Lineweaver Wealth Advisors Valley View, Ohio $845M AUM 20.71% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

AIC

Archer Investment Corporation Carmel, Indiana $469M AUM 19.1% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Vantage Financial Partners (Wisconsin)'s ZMAR Position: Q4 2025 in Review

Vantage Financial Partners (Wisconsin) held its Innovator Equity Defined Protection ETF - 1 Yr March (ZMAR) position steady in Q4 2025 at 7,925 shares worth $218K. The position accounts for 0.04% of the portfolio, ranked #195.

Vantage Financial Partners (Wisconsin) first reported a position in ZMAR in Q2 2025 and has held it in 3 quarters since. 61 funds tracked by Wall St. Rank hold ZMAR as of Q4 2025.

Vantage Financial Partners (Wisconsin) held 7,925 shares of Innovator Equity Defined Protection ETF - 1 Yr March worth $218K as of Q4 2025.
Vantage Financial Partners (Wisconsin) left its Innovator Equity Defined Protection ETF - 1 Yr March share count unchanged in Q4 2025.
Innovator Equity Defined Protection ETF - 1 Yr March made up 0.04% of Vantage Financial Partners (Wisconsin)'s portfolio in Q4 2025, its #195 holding.
Vantage Financial Partners (Wisconsin) first reported a position in Innovator Equity Defined Protection ETF - 1 Yr March in Q2 2025 and has held it in 3 quarters since.
61 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr March as of Q4 2025.

Based on Vantage Financial Partners (Wisconsin)'s 13F filing for Q4 2025, filed 3 Feb 2026.