Foundations Investment Advisors
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Foundations Investment Advisors’s Innovator US Equity 5 to 15 Buffer ETF Quarterly EALT Stock Holding History

Foundations Investment Advisors’s Portfolio EALT Stock Details EALT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$598K Buy
16,665
+9,482
+132% +$334K 0.01% 729
2026
Q1 		$241K Buy
+7,183
New +$253K ﹤0.01% 1008

Other funds holding EALT

Brinker Capital Investments
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
TWP
Triad Wealth Partners Lawrence, Kansas $1.7B AUM 21.07% 1-Year Est. Return
SW
SMART Wealth Omaha, Nebraska $464M AUM 35.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
BIM
Bullseye Investment Management Cincinnati, Ohio $203M AUM 11% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Foundations Investment Advisors's EALT Position: Q2 2026 in Review

Foundations Investment Advisors increased its Innovator US Equity 5 to 15 Buffer ETF Quarterly (EALT) stake by 132% in Q2 2026, buying an estimated $334K and bringing the position to 16,665 shares worth $598K. The position accounts for 0.01% of the portfolio, ranked #729.

Foundations Investment Advisors first reported a position in EALT in Q1 2026 and has held it in 2 quarters since. 59 funds tracked by Wall St. Rank hold EALT as of Q2 2026.

  • Foundations Investment Advisors held 16,665 shares of Innovator US Equity 5 to 15 Buffer ETF Quarterly worth $598K as of Q2 2026.
  • Foundations Investment Advisors bought 9,482 Innovator US Equity 5 to 15 Buffer ETF Quarterly shares in Q2 2026, an estimated $334K.
  • Innovator US Equity 5 to 15 Buffer ETF Quarterly made up 0.01% of Foundations Investment Advisors's portfolio in Q2 2026, its #729 holding.
  • Foundations Investment Advisors first reported a position in Innovator US Equity 5 to 15 Buffer ETF Quarterly in Q1 2026 and has held it in 2 quarters since.
  • 59 funds tracked by Wall St. Rank held Innovator US Equity 5 to 15 Buffer ETF Quarterly as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.