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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
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 		$9.66M 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

W
Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
GSAM
Grant Street Asset Management Canonsburg, Pennsylvania $610M AUM 13.46% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.59B AUM 31.63% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PGWM
Pitti Group Wealth Management Victor, New York $137M AUM 19.2% 1-Year Est. Return

CRA Financial Services's ZALT Position: Q2 2026 in Review

CRA Financial Services increased its Innovator US Equity 10 Buffer ETF Quarterly (ZALT) stake by 0.1% in Q2 2026, buying an estimated $13.5K and bringing the position to 416,213 shares worth $14.1M. The position accounts for 1.62% of the portfolio, ranked #16.

CRA Financial Services first reported a position in ZALT in Q4 2023 and has held it in 11 quarters since. 104 funds tracked by Wall St. Rank hold ZALT as of Q2 2026.

  • CRA Financial Services held 416,213 shares of Innovator US Equity 10 Buffer ETF Quarterly worth $14.1M as of Q2 2026.
  • CRA Financial Services bought 403 Innovator US Equity 10 Buffer ETF Quarterly shares in Q2 2026, an estimated $13.5K.
  • Innovator US Equity 10 Buffer ETF Quarterly made up 1.62% of CRA Financial Services's portfolio in Q2 2026, its #16 holding.
  • CRA Financial Services first reported a position in Innovator US Equity 10 Buffer ETF Quarterly in Q4 2023 and has held it in 11 quarters since.
  • 104 funds tracked by Wall St. Rank held Innovator US Equity 10 Buffer ETF Quarterly as of Q2 2026.

Based on CRA Financial Services's 13F filing for Q2 2026, filed 24 Jul 2026.