AWM
EALT icon

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

Avior 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
2025
Q1 		– Sell
-2,314
Closed -$74.6K – 1182
2024
Q4 		$74.6K Buy
+2,314
New +$74.8K ﹤0.01% 995

Other funds holding EALT

BIM
Bullseye Investment Management Cincinnati, Ohio $164M AUM 8.01% 1-Year Est. Return
SW
SMART Wealth Omaha, Nebraska $464M AUM 35.91% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return

Avior Wealth Management's EALT Position: Q1 2025 in Review

Avior Wealth Management sold out of Innovator US Equity 5 to 15 Buffer ETF Quarterly (EALT) in Q1 2025, closing a stake of 2,314 shares — an estimated $74.6K sold.

Avior Wealth Management first reported a position in EALT in Q4 2024 and held it in 1 quarter. The position peaked at $74.6K in Q4 2024. 45 funds tracked by Wall St. Rank hold EALT as of Q1 2025.

  • Avior Wealth Management reported no remaining Innovator US Equity 5 to 15 Buffer ETF Quarterly position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 2,314 Innovator US Equity 5 to 15 Buffer ETF Quarterly shares in Q1 2025, an estimated $74.6K.
  • Avior Wealth Management first reported a position in Innovator US Equity 5 to 15 Buffer ETF Quarterly in Q4 2024 and held it in 1 quarter.
  • Avior Wealth Management's Innovator US Equity 5 to 15 Buffer ETF Quarterly position peaked at $74.6K in Q4 2024.
  • 45 funds tracked by Wall St. Rank held Innovator US Equity 5 to 15 Buffer ETF Quarterly as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.