CRA Financial Services
ZALT icon

CRA Financial Services’s Innovator US Equity 10 Buffer ETF Quarterly ZALT Stock Holding History

CRA Financial 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
Q3 		$15.4M Buy
446,758
+30,545
+7% +$1.05M 1.71% 15
2026
Q2 		$14.1M Buy
416,213
+403
+0.1% +$13.5K 1.62% 16
2026
Q1 		$13.5M Buy
415,810
+19,464
+5% +$637K 1.75% 16
2025
Q4 		$12.9M Buy
396,346
+16,395
+4% +$528K 1.69% 17
2025
Q3 		$12.1M Buy
379,951
+66,349
+21% +$2.08M 1.66% 17
2025
Q2 		$9.7M Buy
313,602
+64,068
+26% +$1.92M 1.48% 18
2025
Q1 		$7.43M Buy
249,534
+31,150
+14% +$935K 1.27% 18
2024
Q4 		$6.5M Buy
218,384
+26,553
+14% +$788K 1.12% 18
2024
Q3 		$5.61M Buy
191,831
+6,050
+3% +$173K 1.03% 19
2024
Q2 		$5.27M Buy
185,781
+27,244
+17% +$751K 1.06% 20
2024
Q1 		$4.35M Buy
158,537
+5,900
+4% +$159K 0.94% 23
2023
Q4 		$4.06M Buy
+152,637
New +$3.98M 0.99% 22

Other funds holding ZALT

Axxcess Wealth Management
Axxcess Wealth Management Carlsbad, California $2.44B AUM 16.42% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Comprehensive Financial Consultants Institutional
Comprehensive Financial Consultants Institutional Bloomington, Indiana $371M AUM 19.45% 1-Year Est. Return
Triumph Capital Management
Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return
Sagespring Wealth Partners
Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return
KFG Wealth Management
KFG Wealth Management Granger, Indiana $922M AUM 10.87% 1-Year Est. Return
Sugar Maple Asset Management
Sugar Maple Asset Management Sister Bay, Wisconsin $175M AUM 16.33% 1-Year Est. Return
SteelPeak Wealth
SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

CRA Financial Services's ZALT Position: Q3 2026 in Review

CRA Financial Services increased its Innovator US Equity 10 Buffer ETF Quarterly (ZALT) stake by 7.3% in Q3 2026, buying an estimated $1.05M and bringing the position to 446,758 shares worth $15.4M. The position accounts for 1.71% of the portfolio, ranked #15.

CRA Financial Services first reported a position in ZALT in Q4 2023 and has held it in 12 quarters since. 25 funds tracked by Wall St. Rank hold ZALT as of Q3 2026.

  • CRA Financial Services held 446,758 shares of Innovator US Equity 10 Buffer ETF Quarterly worth $15.4M as of Q3 2026.
  • CRA Financial Services bought 30,545 Innovator US Equity 10 Buffer ETF Quarterly shares in Q3 2026, an estimated $1.05M.
  • Innovator US Equity 10 Buffer ETF Quarterly made up 1.71% of CRA Financial Services's portfolio in Q3 2026, its #15 holding.
  • CRA Financial Services first reported a position in Innovator US Equity 10 Buffer ETF Quarterly in Q4 2023 and has held it in 12 quarters since.
  • 25 funds tracked by Wall St. Rank held Innovator US Equity 10 Buffer ETF Quarterly as of Q3 2026.

Based on CRA Financial Services's 13F filing for Q3 2026, filed 16 Oct 2026.