Hofer & Associates’s Innovator US Equity 10 Buffer ETF Quarterly ZALT Stock Holding History

Hofer & Associates’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 Q3	$344K	Buy	+9,972	New	+$342K	0.24%	65

Other funds holding ZALT

Grant Street Asset Management Canonsburg, Pennsylvania $614M AUM 9.27% 1-Year Est. Return

CRA Financial Services Northfield, New Jersey $904M AUM 20.1% 1-Year Est. Return

Sigma Planning Corp Ann Arbor, Michigan $3.88B AUM 23.38% 1-Year Est. Return

Axxcess Wealth Management Carlsbad, California $2.44B AUM 16.42% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Comprehensive Financial Consultants Institutional Bloomington, Indiana $371M AUM 19.45% 1-Year Est. Return

Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return

Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return

KFG Wealth Management Granger, Indiana $922M AUM 10.87% 1-Year Est. Return

Hofer & Associates's ZALT Position: Q3 2026 in Review

Hofer & Associates opened a new position in Innovator US Equity 10 Buffer ETF Quarterly (ZALT) in Q3 2026: 9,972 shares worth $344K. The stake represents 0.24% of the portfolio and ranks #65 among its holdings.

31 funds tracked by Wall St. Rank hold ZALT as of Q3 2026.

Hofer & Associates held 9,972 shares of Innovator US Equity 10 Buffer ETF Quarterly worth $344K as of Q3 2026.
Innovator US Equity 10 Buffer ETF Quarterly was a new Hofer & Associates position in Q3 2026.
Innovator US Equity 10 Buffer ETF Quarterly made up 0.24% of Hofer & Associates's portfolio in Q3 2026, its #65 holding.
31 funds tracked by Wall St. Rank held Innovator US Equity 10 Buffer ETF Quarterly as of Q3 2026.

Based on Hofer & Associates's 13F filing for Q3 2026, filed 13 Oct 2026.