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

Arista Wealth 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
Q2 		– Sell
-14,948
Closed -$502K – 276
2026
Q1 		$502K Sell
14,948
-15,147
-50% -$534K 0.06% 160
2025
Q4 		$1.06M Buy
30,095
+24,232
+413% +$848K 0.13% 89
2025
Q3 		$203K Buy
+5,863
New +$197K 0.03% 255

Other funds holding EALT

BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
TWP
Triad Wealth Partners Lawrence, Kansas $1.7B AUM 21.07% 1-Year Est. Return
SW
SMART Wealth Omaha, Nebraska $464M AUM 35.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Arista Wealth Management's EALT Position: Q2 2026 in Review

Arista Wealth Management sold out of Innovator US Equity 5 to 15 Buffer ETF Quarterly (EALT) in Q2 2026, closing a stake of 14,948 shares — an estimated $502K sold.

Arista Wealth Management first reported a position in EALT in Q3 2025 and held it in 3 quarters. The position peaked at $1.06M in Q4 2025. 58 funds tracked by Wall St. Rank hold EALT as of Q2 2026.

  • Arista Wealth Management reported no remaining Innovator US Equity 5 to 15 Buffer ETF Quarterly position as of Q2 2026 after selling out during the quarter.
  • Arista Wealth Management sold 14,948 Innovator US Equity 5 to 15 Buffer ETF Quarterly shares in Q2 2026, an estimated $502K.
  • Arista Wealth Management first reported a position in Innovator US Equity 5 to 15 Buffer ETF Quarterly in Q3 2025 and held it in 3 quarters.
  • Arista Wealth Management's Innovator US Equity 5 to 15 Buffer ETF Quarterly position peaked at $1.06M in Q4 2025.
  • 58 funds tracked by Wall St. Rank held Innovator US Equity 5 to 15 Buffer ETF Quarterly as of Q2 2026.

Based on Arista Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.