Wealth Advisory Solutions’s Innovator Equity Defined Protection ETF - 1 Yr March ZMAR Stock Holding History

Wealth Advisory Solutions’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	$551K	Buy	19,531 +2,146	+12%	+$60.2K	0.11%	90
2026 Q1	$480K	Hold	17,385	–	–	0.11%	97
2025 Q4	$478K	Buy	17,385 +22	+0.1%	+$599	0.11%	91
2025 Q3	$470K	Buy	17,363 +1,936	+13%	+$51.9K	0.11%	96
2025 Q2	$409K	Hold	15,427	–	–	0.1%	98
2025 Q1	$398K	Buy	+15,427	New	+$398K	0.11%	98

Other funds holding ZMAR

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

CNBT

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LWA

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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

Wealth Advisory Solutions's ZMAR Position: Q2 2026 in Review

Wealth Advisory Solutions increased its Innovator Equity Defined Protection ETF - 1 Yr March (ZMAR) stake by 12% in Q2 2026, buying an estimated $60.2K and bringing the position to 19,531 shares worth $551K. The position accounts for 0.11% of the portfolio, ranked #90.

Wealth Advisory Solutions first reported a position in ZMAR in Q1 2025 and has held it in 6 quarters since. 85 funds tracked by Wall St. Rank hold ZMAR as of Q2 2026.

Wealth Advisory Solutions held 19,531 shares of Innovator Equity Defined Protection ETF - 1 Yr March worth $551K as of Q2 2026.
Wealth Advisory Solutions bought 2,146 Innovator Equity Defined Protection ETF - 1 Yr March shares in Q2 2026, an estimated $60.2K.
Innovator Equity Defined Protection ETF - 1 Yr March made up 0.11% of Wealth Advisory Solutions's portfolio in Q2 2026, its #90 holding.
Wealth Advisory Solutions first reported a position in Innovator Equity Defined Protection ETF - 1 Yr March in Q1 2025 and has held it in 6 quarters since.
85 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr March as of Q2 2026.

Based on Wealth Advisory Solutions's 13F filing for Q2 2026, filed 24 Jul 2026.