HBW ADVISORY SERVICES LLC ZMAR INNOVATOR ETFS TRUST

Ownership history in HBW ADVISORY SERVICES LLC  ·  5 quarters on record

AI Ownership Summary

HBW ADVISORY SERVICES LLC reported INNOVATOR ETFS TRUST (ZMAR) in 5 quarterly 13F filings from 2025 Q2 through 2026 Q2. Peak portfolio weight reached 0.03% in 2025 Q2. The latest visible filing shows ZMAR at 0.02% 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 HBW ADVISORY SERVICES LLC'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 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.03% in 2025 Q2

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

Time in book
Holding Window
2025 Q2 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.

How HBW ADVISORY SERVICES LLC held ZMAR — position size vs. price
% of Fund (quarterly)    ZMAR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED 7,725 0% 0.02% $218K 2026-07-16 $28.31
2026 Q1 UNCHANGED 7,725 0% 0.02% $213K 2026-05-04 $28.01
2025 Q4 UNCHANGED 7,725 0% 0.02% $212K 2026-01-23 $27.61
2025 Q3 REDUCED 8.0% +1.6% 7,725 -675 -8.0% 0.02% $209K 2025-10-16 $27.06
2025 Q2 INITIATED 8,400 0.03% $223K 2025-07-02 $26.53

FAQ About HBW ADVISORY SERVICES LLC and ZMAR

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

How long has HBW ADVISORY SERVICES LLC reported owning ZMAR?

HBW ADVISORY SERVICES LLC reported ZMAR across 5 quarterly 13F filings, from 2025 Q2 through 2026 Q2.

What was the largest reported ZMAR position in HBW ADVISORY SERVICES LLC's portfolio?

The largest reported portfolio weight for ZMAR was 0.03% in 2025 Q2.

What is the latest reported ZMAR position on this page?

The most recent filing on this page is 2026 Q2, when HBW ADVISORY SERVICES LLC reported 7,725 shares, equal to 0.02% of portfolio, with an estimated market value of $218K.

What does the chart on this ZMAR ownership page compare?

The chart compares HBW ADVISORY SERVICES LLC'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.

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