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

ATX 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 		$204K Sell
6,028
-4,446
-42% -$149K 0.14% 83
2026
Q1 		$340K Sell
10,474
-14,981
-59% -$490K 0.26% 59
2025
Q4 		$829K Buy
+25,455
New +$820K 0.64% 43

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

ATX Financial Planning's ZALT Position: Q2 2026 in Review

ATX Financial Planning reduced its Innovator US Equity 10 Buffer ETF Quarterly (ZALT) stake by 42% in Q2 2026, selling an estimated $149K and leaving 6,028 shares worth $204K. The position accounts for 0.14% of the portfolio, ranked #83.

ATX Financial Planning first reported a position in ZALT in Q4 2025 and has held it in 3 quarters since. The position peaked at $829K in Q4 2025. 104 funds tracked by Wall St. Rank hold ZALT as of Q2 2026.

  • ATX Financial Planning held 6,028 shares of Innovator US Equity 10 Buffer ETF Quarterly worth $204K as of Q2 2026.
  • ATX Financial Planning sold 4,446 Innovator US Equity 10 Buffer ETF Quarterly shares in Q2 2026, an estimated $149K.
  • Innovator US Equity 10 Buffer ETF Quarterly made up 0.14% of ATX Financial Planning's portfolio in Q2 2026, its #83 holding.
  • ATX Financial Planning first reported a position in Innovator US Equity 10 Buffer ETF Quarterly in Q4 2025 and has held it in 3 quarters since.
  • ATX Financial Planning's Innovator US Equity 10 Buffer ETF Quarterly position peaked at $829K in Q4 2025.
  • 104 funds tracked by Wall St. Rank held Innovator US Equity 10 Buffer ETF Quarterly as of Q2 2026.

Based on ATX Financial Planning's 13F filing for Q2 2026, filed 20 Aug 2026.