Comprehensive Financial Consultants Institutional, Inc. ZMAR β€” INNOVATOR ETFS TRUST

Ownership history in Comprehensive Financial Consultants Institutional, Inc.  Β·  2 quarters on record

AI Ownership Summary

Comprehensive Financial Consultants Institutional, Inc. reported INNOVATOR ETFS TRUST (ZMAR) in 2 quarterly 13F filings from 2026 Q1 through 2026 Q2. Peak portfolio weight reached 0.07% in 2026 Q1. The latest visible filing shows ZMAR at 0.07% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this ZMAR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Comprehensive Financial Consultants Institutional, Inc.'s position in INNOVATOR ETFS TRUST, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

ZMAR was reported at 0.07% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.07% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

ZMAR stock page Comprehensive Financial Consultants Institutional, Inc. fund profile Comprehensive Financial Consultants Institutional, Inc. full holdings
How Comprehensive Financial Consultants Institutional, Inc. held ZMAR β€” position size vs. price
% of Fund (quarterly)    ZMAR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED β€” β€” β€” 9,288 +362 +4.1% 0.07% $262K 2026-07-15 $28.33
2026 Q1 INITIATED β€” β€” β€” 8,926 β€” β€” 0.07% $246K 2026-05-08 $28.12

🏒 Other funds also holding ZMAR

As of 2026 Q2 β€” sorted by position size

Lineweaver Wealth Advisors, LLC 3Y 0.28% CANANDAIGUA NATIONAL BANK & TRUST CO 3Y 7Y 0.27% CGN Advisors LLC 3Y 0.02% HBW ADVISORY SERVICES LLC 3Y 0.02% Brookstone Capital Management 3Y 7Y 0.01% Dynamic Advisor Solutions LLC 3Y 7Y 0.01% CoreCap Advisors, LLC 3Y 0.0% WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 3Y 7Y 0.0%

FAQ About Comprehensive Financial Consultants Institutional, Inc. and ZMAR

These are the practical questions this page is built to answer before you even open the full history table.

How long has Comprehensive Financial Consultants Institutional, Inc. reported owning ZMAR?

Comprehensive Financial Consultants Institutional, Inc. reported ZMAR across 2 quarterly 13F filings, from 2026 Q1 through 2026 Q2.

What was the largest reported ZMAR position in Comprehensive Financial Consultants Institutional, Inc.'s portfolio?

The largest reported portfolio weight for ZMAR was 0.07% in 2026 Q1.

What is the latest reported ZMAR position on this page?

The most recent filing on this page is 2026 Q2, when Comprehensive Financial Consultants Institutional, Inc. reported 9,288 shares, equal to 0.07% of portfolio, with an estimated market value of $262K.

What does the chart on this ZMAR ownership page compare?

The chart compares Comprehensive Financial Consultants Institutional, Inc.'s quarterly ZMAR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to Comprehensive Financial Consultants Institutional, Inc. Holdings