CIA
EALT icon

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
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

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Commonwealth Equity Services
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
SW
SMART Wealth Omaha, Nebraska $341M AUM 24.37% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Osaic Holdings
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 $12.8B AUM 26.53% 1-Year Est. Return

Concurrent Investment Advisors's EALT Position: Q1 2026 in Review

Concurrent Investment Advisors increased its Innovator US Equity 5 to 15 Buffer ETF Quarterly (EALT) stake by 28% in Q1 2026, buying an estimated $137K and bringing the position to 17,484 shares worth $587K. The position accounts for 0.01% of the portfolio, ranked #1129.

Concurrent Investment Advisors first reported a position in EALT in Q3 2025 and has held it in 3 quarters since. 61 funds tracked by Wall St. Rank hold EALT as of Q1 2026.

  • Concurrent Investment Advisors held 17,484 shares of Innovator US Equity 5 to 15 Buffer ETF Quarterly worth $587K as of Q1 2026.
  • Concurrent Investment Advisors bought 3,870 Innovator US Equity 5 to 15 Buffer ETF Quarterly shares in Q1 2026, an estimated $137K.
  • Innovator US Equity 5 to 15 Buffer ETF Quarterly made up 0.01% of Concurrent Investment Advisors's portfolio in Q1 2026, its #1129 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 3 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 Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.