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First Heartland Consultants’s Innovator US Equity 10 Buffer ETF Quarterly ZALT Stock Holding History

First Heartland Consultants’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
Q3 		– Sell
-8,297
Closed -$256K – 545
2025
Q2 		$256K Hold
8,297
– – 0.02% 422
2025
Q1 		$247K Sell
8,297
-22,807
-73% -$684K 0.03% 384
2024
Q4 		$926K Buy
31,104
+19,080
+159% +$567K 0.09% 154
2024
Q3 		$351K Buy
+12,024
New +$344K 0.04% 306

Other funds holding ZALT

W
Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 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
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
PGWM
Pitti Group Wealth Management Victor, New York $123M AUM 19.43% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
CVA
Central Valley Advisors Sacramento, California $390M AUM 20.62% 1-Year Est. Return
CFS
CRA Financial Services Northfield, New Jersey $868M AUM 25.66% 1-Year Est. Return

First Heartland Consultants's ZALT Position: Q3 2025 in Review

First Heartland Consultants sold out of Innovator US Equity 10 Buffer ETF Quarterly (ZALT) in Q3 2025, closing a stake of 8,297 shares — an estimated $256K sold.

First Heartland Consultants first reported a position in ZALT in Q3 2024 and held it in 4 quarters. The position peaked at $926K in Q4 2024. 82 funds tracked by Wall St. Rank hold ZALT as of Q3 2025.

  • First Heartland Consultants reported no remaining Innovator US Equity 10 Buffer ETF Quarterly position as of Q3 2025 after selling out during the quarter.
  • First Heartland Consultants sold 8,297 Innovator US Equity 10 Buffer ETF Quarterly shares in Q3 2025, an estimated $256K.
  • First Heartland Consultants first reported a position in Innovator US Equity 10 Buffer ETF Quarterly in Q3 2024 and held it in 4 quarters.
  • First Heartland Consultants's Innovator US Equity 10 Buffer ETF Quarterly position peaked at $926K in Q4 2024.
  • 82 funds tracked by Wall St. Rank held Innovator US Equity 10 Buffer ETF Quarterly as of Q3 2025.

Based on First Heartland Consultants's 13F filing for Q3 2025, filed 10 Nov 2025.