Claro Advisors’s Innovator US Equity 5 to 15 Buffer ETF Quarterly EALT Stock Holding History

Claro Advisors’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	$268K	Sell	7,470 -540	-7%	-$19K	0.03%	433
2026 Q1	$269K	Buy	8,010 +200	+3%	+$7.06K	0.03%	403
2025 Q4	$276K	Buy	7,810 +1,340	+21%	+$46.9K	0.04%	348
2025 Q3	$224K	Buy	+6,470	New	+$217K	0.03%	367
2025 Q2	–	Sell	-8,020	Closed	-$247K	–	413
2025 Q1	$247K	Buy	+8,020	New	+$259K	0.03%	434

Other funds holding EALT

BCI

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

BCM

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

SMART Wealth Omaha, Nebraska $464M AUM 35.91% 1-Year Est. Return

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Claro Advisors's EALT Position: Q2 2026 in Review

Claro Advisors reduced its Innovator US Equity 5 to 15 Buffer ETF Quarterly (EALT) stake by 6.7% in Q2 2026, selling an estimated $19K and leaving 7,470 shares worth $268K. The position accounts for 0.03% of the portfolio, ranked #433.

Claro Advisors first reported a position in EALT in Q1 2025 and has held it in 5 quarters since. The position peaked at $276K in Q4 2025. 58 funds tracked by Wall St. Rank hold EALT as of Q2 2026.

Claro Advisors held 7,470 shares of Innovator US Equity 5 to 15 Buffer ETF Quarterly worth $268K as of Q2 2026.
Claro Advisors sold 540 Innovator US Equity 5 to 15 Buffer ETF Quarterly shares in Q2 2026, an estimated $19K.
Innovator US Equity 5 to 15 Buffer ETF Quarterly made up 0.03% of Claro Advisors's portfolio in Q2 2026, its #433 holding.
Claro Advisors 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.
Claro Advisors's Innovator US Equity 5 to 15 Buffer ETF Quarterly position peaked at $276K in Q4 2025.
58 funds tracked by Wall St. Rank held Innovator US Equity 5 to 15 Buffer ETF Quarterly as of Q2 2026.

Based on Claro Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.