Jones Financial Companies
EALT icon

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

Jones Financial Companies’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
2025
Q2 		– Sell
-785
Closed -$24.2K – 4062
2025
Q1 		$24.2K Buy
+785
New +$25.4K ﹤0.01% 2360

Other funds holding EALT

BIM
Bullseye Investment Management Cincinnati, Ohio $164M AUM 8.01% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return
SW
SMART Wealth Omaha, Nebraska $464M AUM 35.91% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

Jones Financial Companies's EALT Position: Q2 2025 in Review

Jones Financial Companies sold out of Innovator US Equity 5 to 15 Buffer ETF Quarterly (EALT) in Q2 2025, closing a stake of 785 shares — an estimated $24.2K sold.

Jones Financial Companies first reported a position in EALT in Q1 2025 and held it in 1 quarter. The position peaked at $24.2K in Q1 2025. 49 funds tracked by Wall St. Rank hold EALT as of Q2 2025.

  • Jones Financial Companies reported no remaining Innovator US Equity 5 to 15 Buffer ETF Quarterly position as of Q2 2025 after selling out during the quarter.
  • Jones Financial Companies sold 785 Innovator US Equity 5 to 15 Buffer ETF Quarterly shares in Q2 2025, an estimated $24.2K.
  • Jones Financial Companies first reported a position in Innovator US Equity 5 to 15 Buffer ETF Quarterly in Q1 2025 and held it in 1 quarter.
  • Jones Financial Companies's Innovator US Equity 5 to 15 Buffer ETF Quarterly position peaked at $24.2K in Q1 2025.
  • 49 funds tracked by Wall St. Rank held Innovator US Equity 5 to 15 Buffer ETF Quarterly as of Q2 2025.

Based on Jones Financial Companies's 13F filing for Q2 2025, filed 13 Aug 2025.