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Foundations Investment Advisors’s Innovator US Equity 10 Buffer ETF Quarterly ZALT Stock Holding History

Foundations Investment 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 		$5.78M Buy
177,936
+4,199
+2% +$137K 0.07% 209
2025
Q4 		$5.66M Buy
173,737
+11,548
+7% +$372K 0.07% 208
2025
Q3 		$5.17M Buy
162,189
+17,495
+12% +$549K 0.08% 208
2025
Q2 		$4.46M Buy
144,694
+11,798
+9% +$354K 0.07% 216
2025
Q1 		$3.96M Buy
132,896
+3,455
+3% +$104K 0.07% 223
2024
Q4 		$3.85M Buy
129,441
+7,792
+6% +$231K 0.07% 212
2024
Q3 		$3.56M Buy
121,649
+100,687
+480% +$2.88M 0.07% 208
2024
Q2 		$594K Buy
20,962
+11,698
+126% +$322K 0.01% 458
2024
Q1 		$254K Buy
+9,264
New +$250K 0.01% 623

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

Foundations Investment Advisors's ZALT Position: Q1 2026 in Review

Foundations Investment Advisors increased its Innovator US Equity 10 Buffer ETF Quarterly (ZALT) stake by 2.4% in Q1 2026, buying an estimated $137K and bringing the position to 177,936 shares worth $5.78M. The position accounts for 0.07% of the portfolio, ranked #209.

Foundations Investment Advisors first reported a position in ZALT in Q1 2024 and has held it in 9 quarters since. 103 funds tracked by Wall St. Rank hold ZALT as of Q1 2026.

  • Foundations Investment Advisors held 177,936 shares of Innovator US Equity 10 Buffer ETF Quarterly worth $5.78M as of Q1 2026.
  • Foundations Investment Advisors bought 4,199 Innovator US Equity 10 Buffer ETF Quarterly shares in Q1 2026, an estimated $137K.
  • Innovator US Equity 10 Buffer ETF Quarterly made up 0.07% of Foundations Investment Advisors's portfolio in Q1 2026, its #209 holding.
  • Foundations Investment Advisors first reported a position in Innovator US Equity 10 Buffer ETF Quarterly in Q1 2024 and has held it in 9 quarters since.
  • 103 funds tracked by Wall St. Rank held Innovator US Equity 10 Buffer ETF Quarterly as of Q1 2026.

Based on Foundations Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.