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Journey Retirement Planning & Investment Management’s Innovator US Equity 5 to 15 Buffer ETF Quarterly EALT Stock Holding History

Journey Retirement Planning & Investment Management’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 		$1.06M Buy
29,609
+3,908
+15% +$138K 0.83% 24
2026
Q1 		$863K Sell
25,701
-41,947
-62% -$1.48M 0.76% 39
2025
Q4 		$2.39M Buy
+67,648
New +$2.37M 0.49% 49

Other funds holding EALT

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
SW
SMART Wealth Omaha, Nebraska $464M AUM 35.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
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
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return
BIG
Brookwood Investment Group Phoenix, Arizona $888M AUM 32.21% 1-Year Est. Return

Journey Retirement Planning & Investment Management's EALT Position: Q2 2026 in Review

Journey Retirement Planning & Investment Management increased its Innovator US Equity 5 to 15 Buffer ETF Quarterly (EALT) stake by 15% in Q2 2026, buying an estimated $138K and bringing the position to 29,609 shares worth $1.06M. The position accounts for 0.83% of the portfolio, ranked #24.

Journey Retirement Planning & Investment Management first reported a position in EALT in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.39M in Q4 2025. 33 funds tracked by Wall St. Rank hold EALT as of Q2 2026.

  • Journey Retirement Planning & Investment Management held 29,609 shares of Innovator US Equity 5 to 15 Buffer ETF Quarterly worth $1.06M as of Q2 2026.
  • Journey Retirement Planning & Investment Management bought 3,908 Innovator US Equity 5 to 15 Buffer ETF Quarterly shares in Q2 2026, an estimated $138K.
  • Innovator US Equity 5 to 15 Buffer ETF Quarterly made up 0.83% of Journey Retirement Planning & Investment Management's portfolio in Q2 2026, its #24 holding.
  • Journey Retirement Planning & Investment Management first reported a position in Innovator US Equity 5 to 15 Buffer ETF Quarterly in Q4 2025 and has held it in 3 quarters since.
  • Journey Retirement Planning & Investment Management's Innovator US Equity 5 to 15 Buffer ETF Quarterly position peaked at $2.39M in Q4 2025.
  • 33 funds tracked by Wall St. Rank held Innovator US Equity 5 to 15 Buffer ETF Quarterly as of Q2 2026.

Based on Journey Retirement Planning & Investment Management's 13F filing for Q2 2026, filed 24 Jul 2026.