Brookwood Investment Group’s Innovator US Equity 5 to 15 Buffer ETF Quarterly EALT Stock Holding History

Brookwood Investment Group’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 Q1	$1.25M	Buy	37,113 +3,301	+10%	+$116K	0.15%	146
2025 Q4	$1.19M	Buy	33,812 +6,236	+23%	+$218K	0.14%	140
2025 Q3	$953K	Buy	27,576 +9,631	+54%	+$323K	0.12%	156
2025 Q2	$585K	Buy	17,945 +5,674	+46%	+$177K	0.09%	211
2025 Q1	$377K	Buy	+12,271	New	+$397K	0.06%	268

Other funds holding EALT

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

SMART Wealth Omaha, Nebraska $341M AUM 24.37% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

TWP

Triad Wealth Partners Lawrence, Kansas $1.26B AUM 17.86% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $10.6B AUM 19.99% 1-Year Est. Return

Brookwood Investment Group's EALT Position: Q1 2026 in Review

Brookwood Investment Group increased its Innovator US Equity 5 to 15 Buffer ETF Quarterly (EALT) stake by 9.8% in Q1 2026, buying an estimated $116K and bringing the position to 37,113 shares worth $1.25M. The position accounts for 0.15% of the portfolio, ranked #146.

Brookwood Investment Group first reported a position in EALT in Q1 2025 and has held it in 5 quarters since. 61 funds tracked by Wall St. Rank hold EALT as of Q1 2026.

Brookwood Investment Group held 37,113 shares of Innovator US Equity 5 to 15 Buffer ETF Quarterly worth $1.25M as of Q1 2026.
Brookwood Investment Group bought 3,301 Innovator US Equity 5 to 15 Buffer ETF Quarterly shares in Q1 2026, an estimated $116K.
Innovator US Equity 5 to 15 Buffer ETF Quarterly made up 0.15% of Brookwood Investment Group's portfolio in Q1 2026, its #146 holding.
Brookwood Investment Group first reported a position in Innovator US Equity 5 to 15 Buffer ETF Quarterly in Q1 2025 and has held it in 5 quarters since.
61 funds tracked by Wall St. Rank held Innovator US Equity 5 to 15 Buffer ETF Quarterly as of Q1 2026.

Based on Brookwood Investment Group's 13F filing for Q1 2026, filed 4 May 2026.