Worth Financial Advisory Group’s Innovator Equity Defined Protection ETF - 1 Yr March ZMAR Stock Holding History

Worth Financial Advisory Group’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	–	Sell	-9,170	Closed	-$252K	–	201
2025 Q4	$252K	Hold	9,170	–	–	0.12%	155
2025 Q3	$248K	Hold	9,170	–	–	0.14%	131
2025 Q2	$243K	Hold	9,170	–	–	0.15%	133
2025 Q1	$236K	Buy	+9,170	New	+$237K	0.15%	144

Other funds holding ZMAR

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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 $31B AUM 28.39% 1-Year Est. Return

LWA

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Worth Financial Advisory Group's ZMAR Position: Q1 2026 in Review

Worth Financial Advisory Group sold out of Innovator Equity Defined Protection ETF - 1 Yr March (ZMAR) in Q1 2026, closing a stake of 9,170 shares — an estimated $252K sold.

Worth Financial Advisory Group first reported a position in ZMAR in Q1 2025 and held it in 4 quarters. The position peaked at $252K in Q4 2025. 83 funds tracked by Wall St. Rank hold ZMAR as of Q1 2026.

Worth Financial Advisory Group reported no remaining Innovator Equity Defined Protection ETF - 1 Yr March position as of Q1 2026 after selling out during the quarter.
Worth Financial Advisory Group sold 9,170 Innovator Equity Defined Protection ETF - 1 Yr March shares in Q1 2026, an estimated $252K.
Worth Financial Advisory Group first reported a position in Innovator Equity Defined Protection ETF - 1 Yr March in Q1 2025 and held it in 4 quarters.
Worth Financial Advisory Group's Innovator Equity Defined Protection ETF - 1 Yr March position peaked at $252K in Q4 2025.
83 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr March as of Q1 2026.

Based on Worth Financial Advisory Group's 13F filing for Q1 2026, filed 4 May 2026.