Independent Financial Group’s Innovator US Equity 5 to 15 Buffer ETF Quarterly EALT Stock Holding History

Independent Financial Group’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	–	Sell	-6,852	Closed	-$230K	–	1571
2026 Q1	$230K	Sell	6,852 -3,328	-33%	-$117K	0.01%	1308
2025 Q4	$359K	Sell	10,180 -238	-2%	-$8.33K	0.01%	1061
2025 Q3	$360K	Sell	10,418 -6,695	-39%	-$225K	0.01%	997
2025 Q2	$558K	Sell	17,113 -21,486	-56%	-$671K	0.02%	731
2025 Q1	$1.19M	Sell	38,599 -2,100	-5%	-$67.9K	0.04%	434
2024 Q4	$1.31M	Buy	+40,699	New	+$1.32M	0.04%	402

Other funds holding EALT

BCI

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

BCM

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

SMART Wealth Omaha, Nebraska $464M AUM 35.91% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Independent Financial Group's EALT Position: Q2 2026 in Review

Independent Financial Group sold out of Innovator US Equity 5 to 15 Buffer ETF Quarterly (EALT) in Q2 2026, closing a stake of 6,852 shares — an estimated $230K sold.

Independent Financial Group first reported a position in EALT in Q4 2024 and held it in 6 quarters. The position peaked at $1.31M in Q4 2024. 58 funds tracked by Wall St. Rank hold EALT as of Q2 2026.

Independent Financial Group reported no remaining Innovator US Equity 5 to 15 Buffer ETF Quarterly position as of Q2 2026 after selling out during the quarter.
Independent Financial Group sold 6,852 Innovator US Equity 5 to 15 Buffer ETF Quarterly shares in Q2 2026, an estimated $230K.
Independent Financial Group first reported a position in Innovator US Equity 5 to 15 Buffer ETF Quarterly in Q4 2024 and held it in 6 quarters.
Independent Financial Group's Innovator US Equity 5 to 15 Buffer ETF Quarterly position peaked at $1.31M in Q4 2024.
58 funds tracked by Wall St. Rank held Innovator US Equity 5 to 15 Buffer ETF Quarterly as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.