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

IFP 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 Q3	$245K	Buy	7,107 +1,395	+24%	+$47.9K	﹤0.01%	1417
2026 Q2	$193K	Buy	5,712 +65	+1%	+$2.18K	﹤0.01%	1548
2026 Q1	$183K	Buy	5,647 +480	+9%	+$15.7K	﹤0.01%	1446
2025 Q4	$168K	Buy	5,167 +940	+22%	+$30.3K	﹤0.01%	1465
2025 Q3	$135K	Buy	4,227 +990	+31%	+$31.1K	﹤0.01%	1501
2025 Q2	$100K	Buy	+3,237	New	+$97.2K	﹤0.01%	1642

Other funds holding ZALT

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

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

CFCI

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

TCM

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

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

SMAM

Sugar Maple Asset Management Sister Bay, Wisconsin $175M AUM 16.33% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

October Effect Virginia Beach, Virginia $98.3M AUM 66.25% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

IFP Advisors's ZALT Position: Q3 2026 in Review

IFP Advisors increased its Innovator US Equity 10 Buffer ETF Quarterly (ZALT) stake by 24% in Q3 2026, buying an estimated $47.9K and bringing the position to 7,107 shares worth $245K. The position accounts for ﹤0.01% of the portfolio, ranked #1417.

IFP Advisors first reported a position in ZALT in Q2 2025 and has held it in 6 quarters since. 21 funds tracked by Wall St. Rank hold ZALT as of Q3 2026.

IFP Advisors held 7,107 shares of Innovator US Equity 10 Buffer ETF Quarterly worth $245K as of Q3 2026.
IFP Advisors bought 1,395 Innovator US Equity 10 Buffer ETF Quarterly shares in Q3 2026, an estimated $47.9K.
Innovator US Equity 10 Buffer ETF Quarterly made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #1417 holding.
IFP Advisors first reported a position in Innovator US Equity 10 Buffer ETF Quarterly in Q2 2025 and has held it in 6 quarters since.
21 funds tracked by Wall St. Rank held Innovator US Equity 10 Buffer ETF Quarterly as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.