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

Concurrent Investment 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	$807K	Buy	22,517 +5,033	+29%	+$177K	0.01%	1130
2026 Q1	$587K	Buy	17,484 +3,870	+28%	+$137K	0.01%	1129
2025 Q4	$480K	Buy	13,614 +6,320	+87%	+$221K	0.01%	1165
2025 Q3	$252K	Buy	+7,294	New	+$245K	﹤0.01%	1235

Other funds holding EALT

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

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

BIM

Bullseye Investment Management Cincinnati, Ohio $203M AUM 11% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Concurrent Investment Advisors's EALT Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Innovator US Equity 5 to 15 Buffer ETF Quarterly (EALT) stake by 29% in Q2 2026, buying an estimated $177K and bringing the position to 22,517 shares worth $807K. The position accounts for 0.01% of the portfolio, ranked #1130.

Concurrent Investment Advisors first reported a position in EALT in Q3 2025 and has held it in 4 quarters since. 59 funds tracked by Wall St. Rank hold EALT as of Q2 2026.

Concurrent Investment Advisors held 22,517 shares of Innovator US Equity 5 to 15 Buffer ETF Quarterly worth $807K as of Q2 2026.
Concurrent Investment Advisors bought 5,033 Innovator US Equity 5 to 15 Buffer ETF Quarterly shares in Q2 2026, an estimated $177K.
Innovator US Equity 5 to 15 Buffer ETF Quarterly made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1130 holding.
Concurrent Investment Advisors first reported a position in Innovator US Equity 5 to 15 Buffer ETF Quarterly in Q3 2025 and has held it in 4 quarters since.
59 funds tracked by Wall St. Rank held Innovator US Equity 5 to 15 Buffer ETF Quarterly as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.