WA
ZMAY

Waverly Advisors’s Innovator Equity Defined Protection ETF - 1 Yr May ZMAY Stock Holding History

Waverly Advisors’s Portfolio ZMAY Stock Details ZMAY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$437K Buy
+16,840
New +$435K ﹤0.01% 1241

Other funds holding ZMAY

WAM
WealthCare Asset Management Springfield, Missouri $241M AUM
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
SC
Sykon Capital Harrison, New York $325M AUM 19.22% 1-Year Est. Return
AWMI
Aegis Wealth Management (Iowa) Guthrie Center, Iowa $155M AUM
HBS
Howard Bailey Securities Fort Wayne, Indiana $267M AUM 15.68% 1-Year Est. Return
CAG
Csenge Advisory Group Clearwater, Florida $2.47B AUM 24.93% 1-Year Est. Return
SC
Syon Capital San Francisco, California $2.3B AUM 25.92% 1-Year Est. Return
LWA
Lineweaver Wealth Advisors Valley View, Ohio $845M AUM 20.71% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Waverly Advisors's ZMAY Position: Q2 2026 in Review

Waverly Advisors opened a new position in Innovator Equity Defined Protection ETF - 1 Yr May (ZMAY) in Q2 2026: 16,840 shares worth $437K. The stake represents ﹤0.01% of the portfolio and ranks #1241 among its holdings.

68 funds tracked by Wall St. Rank hold ZMAY as of Q2 2026.

  • Waverly Advisors held 16,840 shares of Innovator Equity Defined Protection ETF - 1 Yr May worth $437K as of Q2 2026.
  • Innovator Equity Defined Protection ETF - 1 Yr May was a new Waverly Advisors position in Q2 2026.
  • Innovator Equity Defined Protection ETF - 1 Yr May made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1241 holding.
  • 68 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr May as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.