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

Blue Bell Private 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
Q3 		– Sell
-955
Closed -$31.1K – 744
2025
Q2 		$31.1K Buy
+955
New +$29.8K 0.01% 431

Other funds holding EALT

BIM
Bullseye Investment Management Cincinnati, Ohio $164M AUM 8.01% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
SW
SMART Wealth Omaha, Nebraska $341M AUM 24.37% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return

Blue Bell Private Wealth Management's EALT Position: Q3 2025 in Review

Blue Bell Private Wealth Management sold out of Innovator US Equity 5 to 15 Buffer ETF Quarterly (EALT) in Q3 2025, closing a stake of 955 shares — an estimated $31.1K sold.

Blue Bell Private Wealth Management first reported a position in EALT in Q2 2025 and held it in 1 quarter. The position peaked at $31.1K in Q2 2025. 52 funds tracked by Wall St. Rank hold EALT as of Q3 2025.

  • Blue Bell Private Wealth Management reported no remaining Innovator US Equity 5 to 15 Buffer ETF Quarterly position as of Q3 2025 after selling out during the quarter.
  • Blue Bell Private Wealth Management sold 955 Innovator US Equity 5 to 15 Buffer ETF Quarterly shares in Q3 2025, an estimated $31.1K.
  • Blue Bell Private Wealth Management first reported a position in Innovator US Equity 5 to 15 Buffer ETF Quarterly in Q2 2025 and held it in 1 quarter.
  • Blue Bell Private Wealth Management's Innovator US Equity 5 to 15 Buffer ETF Quarterly position peaked at $31.1K in Q2 2025.
  • 52 funds tracked by Wall St. Rank held Innovator US Equity 5 to 15 Buffer ETF Quarterly as of Q3 2025.

Based on Blue Bell Private Wealth Management's 13F filing for Q3 2025, filed 22 Oct 2025.