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Atria Investments’s Innovator US Equity 5 to 15 Buffer ETF Quarterly EALT Stock Holding History

Atria Investments’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 		$2.43M Buy
72,274
+11,103
+18% +$392K 0.03% 630
2025
Q4 		$2.16M Buy
61,171
+4,478
+8% +$157K 0.02% 695
2025
Q3 		$1.96M Buy
+56,693
New +$1.9M 0.02% 730

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

Atria Investments's EALT Position: Q1 2026 in Review

Atria Investments increased its Innovator US Equity 5 to 15 Buffer ETF Quarterly (EALT) stake by 18% in Q1 2026, buying an estimated $392K and bringing the position to 72,274 shares worth $2.43M. The position accounts for 0.03% of the portfolio, ranked #630.

Atria Investments first reported a position in EALT in Q3 2025 and has held it in 3 quarters since. 61 funds tracked by Wall St. Rank hold EALT as of Q1 2026.

  • Atria Investments held 72,274 shares of Innovator US Equity 5 to 15 Buffer ETF Quarterly worth $2.43M as of Q1 2026.
  • Atria Investments bought 11,103 Innovator US Equity 5 to 15 Buffer ETF Quarterly shares in Q1 2026, an estimated $392K.
  • Innovator US Equity 5 to 15 Buffer ETF Quarterly made up 0.03% of Atria Investments's portfolio in Q1 2026, its #630 holding.
  • Atria Investments first reported a position in Innovator US Equity 5 to 15 Buffer ETF Quarterly in Q3 2025 and has held it in 3 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 Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.