CFCI
ZALT icon

Comprehensive Financial Consultants Institutional’s Innovator US Equity 10 Buffer ETF Quarterly ZALT Stock Holding History

Comprehensive Financial Consultants Institutional’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 		$4.62M Buy
136,367
+4,117
+3% +$138K 1.22% 23
2026
Q1 		$4.29M Buy
132,250
+4,132
+3% +$135K 1.28% 21
2025
Q4 		$4.17M Buy
128,118
+763
+0.6% +$24.6K 1.26% 22
2025
Q3 		$4.06M Buy
127,355
+1,626
+1% +$51.1K 1.26% 24
2025
Q2 		$3.87M Buy
125,729
+3,252
+3% +$97.6K 1.27% 24
2025
Q1 		$3.65M Buy
122,477
+12,696
+12% +$381K 1.3% 24
2024
Q4 		$3.27M Buy
109,781
+3,125
+3% +$92.8K 1.19% 28
2024
Q3 		$3.12M Buy
106,656
+1,683
+2% +$48.2K 1.14% 27
2024
Q2 		$2.98M Buy
104,973
+23,598
+29% +$650K 1.17% 28
2024
Q1 		$2.23M Buy
+81,375
New +$2.2M 0.93% 39

Other funds holding ZALT

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 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
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
RFG
Range Financial Group Tigard, Oregon $366M AUM 76.17% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Comprehensive Financial Consultants Institutional's ZALT Position: Q2 2026 in Review

Comprehensive Financial Consultants Institutional increased its Innovator US Equity 10 Buffer ETF Quarterly (ZALT) stake by 3.1% in Q2 2026, buying an estimated $138K and bringing the position to 136,367 shares worth $4.62M. The position accounts for 1.22% of the portfolio, ranked #23.

Comprehensive Financial Consultants Institutional first reported a position in ZALT in Q1 2024 and has held it in 10 quarters since. 9 funds tracked by Wall St. Rank hold ZALT as of Q2 2026.

  • Comprehensive Financial Consultants Institutional held 136,367 shares of Innovator US Equity 10 Buffer ETF Quarterly worth $4.62M as of Q2 2026.
  • Comprehensive Financial Consultants Institutional bought 4,117 Innovator US Equity 10 Buffer ETF Quarterly shares in Q2 2026, an estimated $138K.
  • Innovator US Equity 10 Buffer ETF Quarterly made up 1.22% of Comprehensive Financial Consultants Institutional's portfolio in Q2 2026, its #23 holding.
  • Comprehensive Financial Consultants Institutional first reported a position in Innovator US Equity 10 Buffer ETF Quarterly in Q1 2024 and has held it in 10 quarters since.
  • 9 funds tracked by Wall St. Rank held Innovator US Equity 10 Buffer ETF Quarterly as of Q2 2026.

Based on Comprehensive Financial Consultants Institutional's 13F filing for Q2 2026, filed 15 Jul 2026.