Insight Wealth Partners’s Innovator US Equity 10 Buffer ETF Quarterly ZALT Stock Holding History

Insight Wealth Partners’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	$1.83M	Buy	53,064 +7,780	+17%	+$267K	0.24%	42
2026 Q2	$1.53M	Sell	45,284 -4,044	-8%	-$136K	0.21%	49
2026 Q1	$1.6M	Buy	49,328 +26,192	+113%	+$857K	0.22%	40
2025 Q4	$754K	Sell	23,136 -5,854	-20%	-$189K	0.1%	69
2025 Q3	$924K	Buy	28,990 +17,935	+162%	+$563K	0.28%	53
2025 Q2	$340K	Hold	11,055	–	–	0.13%	82
2025 Q1	$329K	Buy	+11,055	New	+$332K	0.05%	85

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

Bullseye Investment Management Cincinnati, Ohio $203M AUM 7.76% 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

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 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

Insight Wealth Partners's ZALT Position: Q3 2026 in Review

Insight Wealth Partners increased its Innovator US Equity 10 Buffer ETF Quarterly (ZALT) stake by 17% in Q3 2026, buying an estimated $267K and bringing the position to 53,064 shares worth $1.83M. The position accounts for 0.24% of the portfolio, ranked #42.

Insight Wealth Partners first reported a position in ZALT in Q1 2025 and has held it in 7 quarters since. 38 funds tracked by Wall St. Rank hold ZALT as of Q3 2026.

Insight Wealth Partners held 53,064 shares of Innovator US Equity 10 Buffer ETF Quarterly worth $1.83M as of Q3 2026.
Insight Wealth Partners bought 7,780 Innovator US Equity 10 Buffer ETF Quarterly shares in Q3 2026, an estimated $267K.
Innovator US Equity 10 Buffer ETF Quarterly made up 0.24% of Insight Wealth Partners's portfolio in Q3 2026, its #42 holding.
Insight Wealth Partners first reported a position in Innovator US Equity 10 Buffer ETF Quarterly in Q1 2025 and has held it in 7 quarters since.
38 funds tracked by Wall St. Rank held Innovator US Equity 10 Buffer ETF Quarterly as of Q3 2026.

Based on Insight Wealth Partners's 13F filing for Q3 2026, filed 26 Oct 2026.