WA
ZMAR

Waverly Advisors’s Innovator Equity Defined Protection ETF - 1 Yr March ZMAR Stock Holding History

Waverly Advisors’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 		$386K Hold
14,008
– – ﹤0.01% 1201
2025
Q4 		$385K Buy
+14,008
New +$382K ﹤0.01% 1112

Other funds holding ZMAR

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
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
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

Waverly Advisors's ZMAR Position: Q1 2026 in Review

Waverly Advisors held its Innovator Equity Defined Protection ETF - 1 Yr March (ZMAR) position steady in Q1 2026 at 14,008 shares worth $386K. The position accounts for ﹤0.01% of the portfolio, ranked #1201.

Waverly Advisors first reported a position in ZMAR in Q4 2025 and has held it in 2 quarters since. 82 funds tracked by Wall St. Rank hold ZMAR as of Q1 2026.

  • Waverly Advisors held 14,008 shares of Innovator Equity Defined Protection ETF - 1 Yr March worth $386K as of Q1 2026.
  • Waverly Advisors left its Innovator Equity Defined Protection ETF - 1 Yr March share count unchanged in Q1 2026.
  • Innovator Equity Defined Protection ETF - 1 Yr March made up ﹤0.01% of Waverly Advisors's portfolio in Q1 2026, its #1201 holding.
  • Waverly Advisors first reported a position in Innovator Equity Defined Protection ETF - 1 Yr March in Q4 2025 and has held it in 2 quarters since.
  • 82 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr March as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.