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Belpointe Asset Management’s Innovator US Equity 10 Buffer ETF Quarterly ZALT Stock Holding History

Belpointe Asset 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
Q1 		$2.08M Buy
63,983
+2,129
+3% +$69.6K 0.08% 232
2025
Q4 		$2.01M Buy
61,854
+3,246
+6% +$105K 0.07% 219
2025
Q3 		$1.87M Buy
58,608
+50,081
+587% +$1.57M 0.07% 233
2025
Q2 		$263K Buy
8,527
+986
+13% +$29.6K 0.01% 796
2025
Q1 		$224K Buy
+7,541
New +$226K 0.01% 821

Other funds holding ZALT

W
Wealthquest Cincinnati, Ohio $1.41B AUM 14.87% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HCM
Hollencrest Capital Management Newport Beach, California $2.7B AUM 23.62% 1-Year Est. Return
GSAM
Grant Street Asset Management Canonsburg, Pennsylvania $519M AUM 11.48% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CVA
Central Valley Advisors Sacramento, California $366M AUM 16.87% 1-Year Est. Return

Belpointe Asset Management's ZALT Position: Q1 2026 in Review

Belpointe Asset Management increased its Innovator US Equity 10 Buffer ETF Quarterly (ZALT) stake by 3.4% in Q1 2026, buying an estimated $69.6K and bringing the position to 63,983 shares worth $2.08M. The position accounts for 0.08% of the portfolio, ranked #232.

Belpointe Asset Management first reported a position in ZALT in Q1 2025 and has held it in 5 quarters since. 103 funds tracked by Wall St. Rank hold ZALT as of Q1 2026.

  • Belpointe Asset Management held 63,983 shares of Innovator US Equity 10 Buffer ETF Quarterly worth $2.08M as of Q1 2026.
  • Belpointe Asset Management bought 2,129 Innovator US Equity 10 Buffer ETF Quarterly shares in Q1 2026, an estimated $69.6K.
  • Innovator US Equity 10 Buffer ETF Quarterly made up 0.08% of Belpointe Asset Management's portfolio in Q1 2026, its #232 holding.
  • Belpointe Asset Management first reported a position in Innovator US Equity 10 Buffer ETF Quarterly in Q1 2025 and has held it in 5 quarters since.
  • 103 funds tracked by Wall St. Rank held Innovator US Equity 10 Buffer ETF Quarterly as of Q1 2026.

Based on Belpointe Asset Management's 13F filing for Q1 2026, filed 28 Apr 2026.