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Diversify Wealth Management’s Innovator US Equity 10 Buffer ETF Quarterly ZALT Stock Holding History

Diversify Wealth Management’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 		$749K Buy
+22,450
New +$734K 0.01% 689

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

Diversify Wealth Management's ZALT Position: Q1 2026 in Review

Diversify Wealth Management opened a new position in Innovator US Equity 10 Buffer ETF Quarterly (ZALT) in Q1 2026: 22,450 shares worth $749K. The stake represents 0.01% of the portfolio and ranks #689 among its holdings.

103 funds tracked by Wall St. Rank hold ZALT as of Q1 2026.

  • Diversify Wealth Management held 22,450 shares of Innovator US Equity 10 Buffer ETF Quarterly worth $749K as of Q1 2026.
  • Innovator US Equity 10 Buffer ETF Quarterly was a new Diversify Wealth Management position in Q1 2026.
  • Innovator US Equity 10 Buffer ETF Quarterly made up 0.01% of Diversify Wealth Management's portfolio in Q1 2026, its #689 holding.
  • 103 funds tracked by Wall St. Rank held Innovator US Equity 10 Buffer ETF Quarterly as of Q1 2026.

Based on Diversify Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.