Crux Wealth Advisors’s Innovator US Equity 10 Buffer ETF Quarterly ZALT Stock Holding History

Crux Wealth Advisors’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	$603K	Buy	17,808 +2,260	+15%	+$75.8K	0.21%	109
2026 Q1	$505K	Buy	15,548 +2,791	+22%	+$91.3K	0.19%	114
2025 Q4	$415K	Buy	12,757 +1,260	+11%	+$40.6K	0.15%	122
2025 Q3	$367K	Hold	11,497	–	–	0.15%	130
2025 Q2	$354K	Buy	11,497 +820	+8%	+$24.6K	0.15%	126
2025 Q1	$318K	Buy	+10,677	New	+$320K	0.17%	135

Other funds holding ZALT

Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

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

CFS

CRA Financial Services Northfield, New Jersey $868M AUM 25.66% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Crux Wealth Advisors's ZALT Position: Q2 2026 in Review

Crux Wealth Advisors increased its Innovator US Equity 10 Buffer ETF Quarterly (ZALT) stake by 15% in Q2 2026, buying an estimated $75.8K and bringing the position to 17,808 shares worth $603K. The position accounts for 0.21% of the portfolio, ranked #109.

Crux Wealth Advisors first reported a position in ZALT in Q1 2025 and has held it in 6 quarters since. 104 funds tracked by Wall St. Rank hold ZALT as of Q2 2026.

Crux Wealth Advisors held 17,808 shares of Innovator US Equity 10 Buffer ETF Quarterly worth $603K as of Q2 2026.
Crux Wealth Advisors bought 2,260 Innovator US Equity 10 Buffer ETF Quarterly shares in Q2 2026, an estimated $75.8K.
Innovator US Equity 10 Buffer ETF Quarterly made up 0.21% of Crux Wealth Advisors's portfolio in Q2 2026, its #109 holding.
Crux Wealth Advisors first reported a position in Innovator US Equity 10 Buffer ETF Quarterly in Q1 2025 and has held it in 6 quarters since.
104 funds tracked by Wall St. Rank held Innovator US Equity 10 Buffer ETF Quarterly as of Q2 2026.

Based on Crux Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.