Axxcess Wealth Management
ZALT icon

Axxcess Wealth Management’s Innovator US Equity 10 Buffer ETF Quarterly ZALT Stock Holding History

Axxcess Wealth Management’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
Q3 		$6.27M Buy
181,566
+5,790
+3% +$199K 0.26% 92
2026
Q2 		$5.95M Buy
175,776
+157,690
+872% +$5.29M 0.09% 194
2026
Q1 		$587K Buy
+18,086
New +$591K 0.02% 287

Other funds holding ZALT

Grant Street Asset Management
Grant Street Asset Management Canonsburg, Pennsylvania $614M AUM 9.27% 1-Year Est. Return
CRA Financial Services
CRA Financial Services Northfield, New Jersey $904M AUM 20.1% 1-Year Est. Return
D.B. Root & Company
D.B. Root & Company Pittsburgh, Pennsylvania $463M AUM 12.6% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Bullseye Investment Management
Bullseye Investment Management Cincinnati, Ohio $203M AUM 7.76% 1-Year Est. Return
Sigma Planning Corp
Sigma Planning Corp Ann Arbor, Michigan $3.88B AUM 23.38% 1-Year Est. Return
Sovran Advisors
Sovran Advisors San Diego, California $1.45B AUM 13.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Axxcess Wealth Management's ZALT Position: Q3 2026 in Review

Axxcess Wealth Management increased its Innovator US Equity 10 Buffer ETF Quarterly (ZALT) stake by 3.3% in Q3 2026, buying an estimated $199K and bringing the position to 181,566 shares worth $6.27M. The position accounts for 0.26% of the portfolio, ranked #92.

Axxcess Wealth Management first reported a position in ZALT in Q1 2026 and has held it in 3 quarters since. 60 funds tracked by Wall St. Rank hold ZALT as of Q3 2026.

  • Axxcess Wealth Management held 181,566 shares of Innovator US Equity 10 Buffer ETF Quarterly worth $6.27M as of Q3 2026.
  • Axxcess Wealth Management bought 5,790 Innovator US Equity 10 Buffer ETF Quarterly shares in Q3 2026, an estimated $199K.
  • Innovator US Equity 10 Buffer ETF Quarterly made up 0.26% of Axxcess Wealth Management's portfolio in Q3 2026, its #92 holding.
  • Axxcess Wealth Management first reported a position in Innovator US Equity 10 Buffer ETF Quarterly in Q1 2026 and has held it in 3 quarters since.
  • 60 funds tracked by Wall St. Rank held Innovator US Equity 10 Buffer ETF Quarterly as of Q3 2026.

Based on Axxcess Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.