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 Q2	$259K	Buy	+9,170	New	+$257K	0.11%	169
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 $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 $1.15B 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 $863M AUM 14.27% 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

Worth Financial Advisory Group's ZMAR Position: Q2 2026 in Review

Worth Financial Advisory Group opened a new position in Innovator Equity Defined Protection ETF - 1 Yr March (ZMAR) in Q2 2026: 9,170 shares worth $259K. The stake represents 0.11% of the portfolio and ranks #169 among its holdings. This is a return to the name: Worth Financial Advisory Group previously reported a position in ZMAR as recently as Q4 2025.

Worth Financial Advisory Group first reported a position in ZMAR in Q1 2025 and has held it in 5 quarters since. 85 funds tracked by Wall St. Rank hold ZMAR as of Q2 2026.

Worth Financial Advisory Group held 9,170 shares of Innovator Equity Defined Protection ETF - 1 Yr March worth $259K as of Q2 2026.
Innovator Equity Defined Protection ETF - 1 Yr March was a new Worth Financial Advisory Group position in Q2 2026.
Innovator Equity Defined Protection ETF - 1 Yr March made up 0.11% of Worth Financial Advisory Group's portfolio in Q2 2026, its #169 holding.
Worth Financial Advisory Group first reported a position in Innovator Equity Defined Protection ETF - 1 Yr March in Q1 2025 and has held it in 5 quarters since.
85 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr March as of Q2 2026.

Based on Worth Financial Advisory Group's 13F filing for Q2 2026, filed 31 Jul 2026.