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Crown Wealth Group’s Innovator US Equity 10 Buffer ETF Quarterly ZALT Stock Holding History

Crown Wealth Group’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
2025
Q2 		– Sell
-7,388
Closed -$220K – 128
2025
Q1 		$220K Sell
7,388
-275,770
-97% -$8.27M 0.11% 95
2024
Q4 		$8.43M Buy
283,158
+19,475
+7% +$578K 3.43% 7
2024
Q3 		$7.71M Buy
+263,683
New +$7.55M 3.35% 7

Other funds holding ZALT

W
Wealthquest Cincinnati, Ohio $1.41B AUM 14.87% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
GSAM
Grant Street Asset Management Canonsburg, Pennsylvania $519M AUM 11.48% 1-Year Est. Return
PGWM
Pitti Group Wealth Management Victor, New York $123M AUM 19.43% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CVA
Central Valley Advisors Sacramento, California $366M AUM 16.87% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
CFS
CRA Financial Services Northfield, New Jersey $770M AUM 19.64% 1-Year Est. Return

Crown Wealth Group's ZALT Position: Q2 2025 in Review

Crown Wealth Group sold out of Innovator US Equity 10 Buffer ETF Quarterly (ZALT) in Q2 2025, closing a stake of 7,388 shares — an estimated $220K sold.

Crown Wealth Group first reported a position in ZALT in Q3 2024 and held it in 3 quarters. The position peaked at $8.43M in Q4 2024. 82 funds tracked by Wall St. Rank hold ZALT as of Q2 2025.

  • Crown Wealth Group reported no remaining Innovator US Equity 10 Buffer ETF Quarterly position as of Q2 2025 after selling out during the quarter.
  • Crown Wealth Group sold 7,388 Innovator US Equity 10 Buffer ETF Quarterly shares in Q2 2025, an estimated $220K.
  • Crown Wealth Group first reported a position in Innovator US Equity 10 Buffer ETF Quarterly in Q3 2024 and held it in 3 quarters.
  • Crown Wealth Group's Innovator US Equity 10 Buffer ETF Quarterly position peaked at $8.43M in Q4 2024.
  • 82 funds tracked by Wall St. Rank held Innovator US Equity 10 Buffer ETF Quarterly as of Q2 2025.

Based on Crown Wealth Group's 13F filing for Q2 2025, filed 16 Jul 2025.