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 Q3	$559K	Hold	19,531	–	–	0.12%	93
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

Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM

Lineweaver Wealth Advisors Valley View, Ohio $863M AUM 14.27% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

BWM

Brown Wealth Management Naperville, Illinois $456M AUM 10.79% 1-Year Est. Return

KFG Wealth Management Granger, Indiana $922M AUM 10.87% 1-Year Est. Return

Continuum Wealth Advisors Saratoga Springs, New York $307M AUM 19.33% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Liberty Atlantic Advisors Allen, Texas $157M AUM 7.28% 1-Year Est. Return

Comprehensive Financial Consultants Institutional Bloomington, Indiana $371M AUM 19.45% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

Wealth Advisory Solutions's ZMAR Position: Q3 2026 in Review

Wealth Advisory Solutions held its Innovator Equity Defined Protection ETF - 1 Yr March (ZMAR) position steady in Q3 2026 at 19,531 shares worth $559K. The position accounts for 0.12% of the portfolio, ranked #93.

Wealth Advisory Solutions first reported a position in ZMAR in Q1 2025 and has held it in 7 quarters since. 21 funds tracked by Wall St. Rank hold ZMAR as of Q3 2026.

Wealth Advisory Solutions held 19,531 shares of Innovator Equity Defined Protection ETF - 1 Yr March worth $559K as of Q3 2026.
Wealth Advisory Solutions left its Innovator Equity Defined Protection ETF - 1 Yr March share count unchanged in Q3 2026.
Innovator Equity Defined Protection ETF - 1 Yr March made up 0.12% of Wealth Advisory Solutions's portfolio in Q3 2026, its #93 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 7 quarters since.
21 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr March as of Q3 2026.

Based on Wealth Advisory Solutions's 13F filing for Q3 2026, filed 20 Oct 2026.