Wealth Enhancement Advisory Services
ZMAR

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

Wealth Enhancement Advisory Services’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 		$309K Buy
10,920
+220
+2% +$6.17K ﹤0.01% 3175
2026
Q1 		$296K Buy
+10,700
New +$296K ﹤0.01% 2793

Other funds holding ZMAR

CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM
LWA
Lineweaver Wealth Advisors Valley View, Ohio $845M AUM 20.71% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
CFCI
Comprehensive Financial Consultants Institutional Bloomington, Indiana $378M AUM 23.74% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
HAS
HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Wealth Enhancement Advisory Services's ZMAR Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Innovator Equity Defined Protection ETF - 1 Yr March (ZMAR) stake by 2.1% in Q2 2026, buying an estimated $6.17K and bringing the position to 10,920 shares worth $309K. The position accounts for ﹤0.01% of the portfolio, ranked #3175.

Wealth Enhancement Advisory Services first reported a position in ZMAR in Q1 2026 and has held it in 2 quarters since. 10 funds tracked by Wall St. Rank hold ZMAR as of Q2 2026.

  • Wealth Enhancement Advisory Services held 10,920 shares of Innovator Equity Defined Protection ETF - 1 Yr March worth $309K as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 220 Innovator Equity Defined Protection ETF - 1 Yr March shares in Q2 2026, an estimated $6.17K.
  • Innovator Equity Defined Protection ETF - 1 Yr March made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3175 holding.
  • Wealth Enhancement Advisory Services first reported a position in Innovator Equity Defined Protection ETF - 1 Yr March in Q1 2026 and has held it in 2 quarters since.
  • 10 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr March as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.