ZMAR — INNOVATOR ETFS TRUST

Ownership history in Continuum Advisory, LLC  ·  3 quarters on record

This page tracks every 13F SEC filing in which Continuum Advisory, LLC reported a position in INNOVATOR ETFS TRUST (ZMAR). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.03% (2025 Q2)
Avg. % of fund
0.02%
First filed
2025 Q1
Last filed
2025 Q3
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 9,066 -88 -1.0% 0.03% $246K $27.08
2025 Q2 ADDED 9,154 +7,205 +369.7% 0.03% $243K $26.51
2025 Q1 INITIATED 1,949 — — 0.01% $50K $25.77
% of Fund (quarterly)    ZMAR price (monthly, adj. close)

Other funds also holding ZMAR

As of 2025 Q4 — sorted by position size

IMG Wealth Management, Inc. 0.34% BROWN WEALTH MANAGEMENT, LLC 0.28% Archer Investment Corp 3Y 0.27% Lineweaver Wealth Advisors, LLC 3Y 0.21% CONTINUUM WEALTH ADVISORS, LLC 3Y 0.2% BEAM WEALTH ADVISORS, INC. 3Y 0.19% CENTRAL VALLEY ADVISORS, LLC 0.17% Worth Financial Advisory Group, LLC 3Y 0.12% Wealth Advisory Solutions, LLC 3Y 0.11% CANANDAIGUA NATIONAL BANK & TRUST CO 3Y 7Y 0.08%
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