AIM
EALT icon

Advyzon Investment Management’s Innovator US Equity 5 to 15 Buffer ETF Quarterly EALT Stock Holding History

Advyzon Investment Management’s Portfolio EALT Stock Details EALT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$509K Buy
15,150
+1,433
+10% +$50.6K 0.05% 393
2025
Q4 		$484K Sell
13,717
-60
-0.4% -$2.1K 0.06% 330
2025
Q3 		$476K Buy
13,777
+1,264
+10% +$42.4K 0.08% 229
2025
Q2 		$408K Buy
+12,513
New +$391K 0.09% 213

Other funds holding EALT

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
SW
SMART Wealth Omaha, Nebraska $341M AUM 24.37% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
TWP
Triad Wealth Partners Lawrence, Kansas $1.26B AUM 17.86% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Advyzon Investment Management's EALT Position: Q1 2026 in Review

Advyzon Investment Management increased its Innovator US Equity 5 to 15 Buffer ETF Quarterly (EALT) stake by 10% in Q1 2026, buying an estimated $50.6K and bringing the position to 15,150 shares worth $509K. The position accounts for 0.05% of the portfolio, ranked #393.

Advyzon Investment Management first reported a position in EALT in Q2 2025 and has held it in 4 quarters since. 61 funds tracked by Wall St. Rank hold EALT as of Q1 2026.

  • Advyzon Investment Management held 15,150 shares of Innovator US Equity 5 to 15 Buffer ETF Quarterly worth $509K as of Q1 2026.
  • Advyzon Investment Management bought 1,433 Innovator US Equity 5 to 15 Buffer ETF Quarterly shares in Q1 2026, an estimated $50.6K.
  • Innovator US Equity 5 to 15 Buffer ETF Quarterly made up 0.05% of Advyzon Investment Management's portfolio in Q1 2026, its #393 holding.
  • Advyzon Investment Management first reported a position in Innovator US Equity 5 to 15 Buffer ETF Quarterly in Q2 2025 and has held it in 4 quarters since.
  • 61 funds tracked by Wall St. Rank held Innovator US Equity 5 to 15 Buffer ETF Quarterly as of Q1 2026.

Based on Advyzon Investment Management's 13F filing for Q1 2026, filed 12 May 2026.