CFS
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
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 $1.41B AUM 14.87% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HCM
Hollencrest Capital Management Newport Beach, California $2.7B AUM 23.62% 1-Year Est. Return
GSAM
Grant Street Asset Management Canonsburg, Pennsylvania $519M AUM 11.48% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CVA
Central Valley Advisors Sacramento, California $366M AUM 16.87% 1-Year Est. Return

CRA Financial Services's ZALT Position: Q1 2026 in Review

CRA Financial Services increased its Innovator US Equity 10 Buffer ETF Quarterly (ZALT) stake by 4.9% in Q1 2026, buying an estimated $637K and bringing the position to 415,810 shares worth $13.5M. The position accounts for 1.75% of the portfolio, ranked #16.

CRA Financial Services first reported a position in ZALT in Q4 2023 and has held it in 10 quarters since. 103 funds tracked by Wall St. Rank hold ZALT as of Q1 2026.

  • CRA Financial Services held 415,810 shares of Innovator US Equity 10 Buffer ETF Quarterly worth $13.5M as of Q1 2026.
  • CRA Financial Services bought 19,464 Innovator US Equity 10 Buffer ETF Quarterly shares in Q1 2026, an estimated $637K.
  • Innovator US Equity 10 Buffer ETF Quarterly made up 1.75% of CRA Financial Services's portfolio in Q1 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 10 quarters since.
  • 103 funds tracked by Wall St. Rank held Innovator US Equity 10 Buffer ETF Quarterly as of Q1 2026.

Based on CRA Financial Services's 13F filing for Q1 2026, filed 9 Apr 2026.