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Action Point Financial Planning’s Innovator US Equity 10 Buffer ETF Quarterly ZALT Stock Holding History

Action Point Financial Planning’s Portfolio ZALT Stock Details ZALT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$37.2K Buy
+1,098
New +$36.8K ﹤0.01% 920

Other funds holding ZALT

W
Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
GSAM
Grant Street Asset Management Canonsburg, Pennsylvania $610M AUM 13.46% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.59B AUM 31.63% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
CFS
CRA Financial Services Northfield, New Jersey $868M AUM 25.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Action Point Financial Planning's ZALT Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Innovator US Equity 10 Buffer ETF Quarterly (ZALT) in Q2 2026: 1,098 shares worth $37.2K. The stake represents ﹤0.01% of the portfolio and ranks #920 among its holdings.

103 funds tracked by Wall St. Rank hold ZALT as of Q2 2026.

  • Action Point Financial Planning held 1,098 shares of Innovator US Equity 10 Buffer ETF Quarterly worth $37.2K as of Q2 2026.
  • Innovator US Equity 10 Buffer ETF Quarterly was a new Action Point Financial Planning position in Q2 2026.
  • Innovator US Equity 10 Buffer ETF Quarterly made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #920 holding.
  • 103 funds tracked by Wall St. Rank held Innovator US Equity 10 Buffer ETF Quarterly as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.