Benjamin Edwards Inc
EALT icon

Benjamin Edwards Inc’s Innovator US Equity 5 to 15 Buffer ETF Quarterly EALT Stock Holding History

Benjamin Edwards Inc’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 		$643K Sell
17,939
-882
-5% -$31.1K 0.01% 966
2026
Q1 		$632K Sell
18,821
-1,457
-7% -$51.4K 0.01% 907
2025
Q4 		$716K Buy
20,278
+169
+0.8% +$5.91K 0.01% 826
2025
Q3 		$695K Buy
20,109
+535
+3% +$18K 0.01% 816
2025
Q2 		$638K Buy
+19,574
New +$611K 0.01% 772

Other funds holding EALT

Brinker Capital Investments
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Brookstone Capital Management
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
BIM
Bullseye Investment Management Cincinnati, Ohio $203M AUM 11% 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 22.9% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Benjamin Edwards Inc's EALT Position: Q2 2026 in Review

Benjamin Edwards Inc reduced its Innovator US Equity 5 to 15 Buffer ETF Quarterly (EALT) stake by 4.7% in Q2 2026, selling an estimated $31.1K and leaving 17,939 shares worth $643K. The position accounts for 0.01% of the portfolio, ranked #966.

Benjamin Edwards Inc first reported a position in EALT in Q2 2025 and has held it in 5 quarters since. The position peaked at $716K in Q4 2025. 59 funds tracked by Wall St. Rank hold EALT as of Q2 2026.

  • Benjamin Edwards Inc held 17,939 shares of Innovator US Equity 5 to 15 Buffer ETF Quarterly worth $643K as of Q2 2026.
  • Benjamin Edwards Inc sold 882 Innovator US Equity 5 to 15 Buffer ETF Quarterly shares in Q2 2026, an estimated $31.1K.
  • Innovator US Equity 5 to 15 Buffer ETF Quarterly made up 0.01% of Benjamin Edwards Inc's portfolio in Q2 2026, its #966 holding.
  • Benjamin Edwards Inc first reported a position in Innovator US Equity 5 to 15 Buffer ETF Quarterly in Q2 2025 and has held it in 5 quarters since.
  • Benjamin Edwards Inc's Innovator US Equity 5 to 15 Buffer ETF Quarterly position peaked at $716K in Q4 2025.
  • 59 funds tracked by Wall St. Rank held Innovator US Equity 5 to 15 Buffer ETF Quarterly as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.