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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
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

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

Crux Wealth Advisors's ZALT Position: Q1 2026 in Review

Crux Wealth Advisors increased its Innovator US Equity 10 Buffer ETF Quarterly (ZALT) stake by 22% in Q1 2026, buying an estimated $91.3K and bringing the position to 15,548 shares worth $505K. The position accounts for 0.19% of the portfolio, ranked #114.

Crux Wealth Advisors first reported a position in ZALT in Q1 2025 and has held it in 5 quarters since. 103 funds tracked by Wall St. Rank hold ZALT as of Q1 2026.

  • Crux Wealth Advisors held 15,548 shares of Innovator US Equity 10 Buffer ETF Quarterly worth $505K as of Q1 2026.
  • Crux Wealth Advisors bought 2,791 Innovator US Equity 10 Buffer ETF Quarterly shares in Q1 2026, an estimated $91.3K.
  • Innovator US Equity 10 Buffer ETF Quarterly made up 0.19% of Crux Wealth Advisors's portfolio in Q1 2026, its #114 holding.
  • Crux Wealth Advisors first reported a position in Innovator US Equity 10 Buffer ETF Quarterly in Q1 2025 and has held it in 5 quarters since.
  • 103 funds tracked by Wall St. Rank held Innovator US Equity 10 Buffer ETF Quarterly as of Q1 2026.

Based on Crux Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.