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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
Q2 		$2.56M Sell
71,413
-861
-1% -$30.4K 0.03% 642
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

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

Atria Investments's EALT Position: Q2 2026 in Review

Atria Investments reduced its Innovator US Equity 5 to 15 Buffer ETF Quarterly (EALT) stake by 1.2% in Q2 2026, selling an estimated $30.4K and leaving 71,413 shares worth $2.56M. The position accounts for 0.03% of the portfolio, ranked #642.

Atria Investments first reported a position in EALT in Q3 2025 and has held it in 4 quarters since. 58 funds tracked by Wall St. Rank hold EALT as of Q2 2026.

  • Atria Investments held 71,413 shares of Innovator US Equity 5 to 15 Buffer ETF Quarterly worth $2.56M as of Q2 2026.
  • Atria Investments sold 861 Innovator US Equity 5 to 15 Buffer ETF Quarterly shares in Q2 2026, an estimated $30.4K.
  • Innovator US Equity 5 to 15 Buffer ETF Quarterly made up 0.03% of Atria Investments's portfolio in Q2 2026, its #642 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 4 quarters since.
  • 58 funds tracked by Wall St. Rank held Innovator US Equity 5 to 15 Buffer ETF Quarterly as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.