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Capital Investment Advisory Services’s Innovator US Equity 10 Buffer ETF Quarterly ZALT Stock Holding History

Capital Investment Advisory Services’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 		$201K Buy
5,923
+446
+8% +$14.9K 0.01% 711
2026
Q1 		$178K Hold
5,477
– – 0.01% 648
2025
Q4 		$178K Buy
+5,477
New +$176K 0.01% 622

Other funds holding ZALT

W
Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 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
TCM
Triumph Capital Management Denver, Colorado $552M AUM 20.75% 1-Year Est. Return
CFCI
Comprehensive Financial Consultants Institutional Bloomington, Indiana $378M AUM 23.74% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return
SRA
Secured Retirement Advisors St Louis Park, Minnesota $195M AUM 34.51% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
CWA
Crux Wealth Advisors Long Beach, California $289M AUM 17.92% 1-Year Est. Return

Capital Investment Advisory Services's ZALT Position: Q2 2026 in Review

Capital Investment Advisory Services increased its Innovator US Equity 10 Buffer ETF Quarterly (ZALT) stake by 8.1% in Q2 2026, buying an estimated $14.9K and bringing the position to 5,923 shares worth $201K. The position accounts for 0.01% of the portfolio, ranked #711.

Capital Investment Advisory Services first reported a position in ZALT in Q4 2025 and has held it in 3 quarters since. 20 funds tracked by Wall St. Rank hold ZALT as of Q2 2026.

  • Capital Investment Advisory Services held 5,923 shares of Innovator US Equity 10 Buffer ETF Quarterly worth $201K as of Q2 2026.
  • Capital Investment Advisory Services bought 446 Innovator US Equity 10 Buffer ETF Quarterly shares in Q2 2026, an estimated $14.9K.
  • Innovator US Equity 10 Buffer ETF Quarterly made up 0.01% of Capital Investment Advisory Services's portfolio in Q2 2026, its #711 holding.
  • Capital Investment Advisory Services first reported a position in Innovator US Equity 10 Buffer ETF Quarterly in Q4 2025 and has held it in 3 quarters since.
  • 20 funds tracked by Wall St. Rank held Innovator US Equity 10 Buffer ETF Quarterly as of Q2 2026.

Based on Capital Investment Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.