BFI Wealth Solutions’s Innovator US Equity 10 Buffer ETF Quarterly ZALT Stock Holding History

BFI Wealth Solutions’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	$328K	Buy	+9,685	New	+$325K	0.24%	65

Other funds holding ZALT

Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

BFI Wealth Solutions's ZALT Position: Q2 2026 in Review

BFI Wealth Solutions opened a new position in Innovator US Equity 10 Buffer ETF Quarterly (ZALT) in Q2 2026: 9,685 shares worth $328K. The stake represents 0.24% of the portfolio and ranks #65 among its holdings.

103 funds tracked by Wall St. Rank hold ZALT as of Q2 2026.

BFI Wealth Solutions held 9,685 shares of Innovator US Equity 10 Buffer ETF Quarterly worth $328K as of Q2 2026.
Innovator US Equity 10 Buffer ETF Quarterly was a new BFI Wealth Solutions position in Q2 2026.
Innovator US Equity 10 Buffer ETF Quarterly made up 0.24% of BFI Wealth Solutions's portfolio in Q2 2026, its #65 holding.
103 funds tracked by Wall St. Rank held Innovator US Equity 10 Buffer ETF Quarterly as of Q2 2026.

Based on BFI Wealth Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.