Keystone Financial Group (Georgia)’s Innovator US Equity 10 Buffer ETF Quarterly ZALT Stock Holding History

Keystone Financial Group (Georgia)’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 Q2	$67.8K	Sell	2,001 -1,289	-39%	-$43.2K	0.04%	77
2026 Q1	$102K	Sell	3,290 -9,481	-74%	-$310K	0.05%	69
2025 Q4	$411K	Sell	12,771 -2,409	-16%	-$77.6K	0.22%	42
2025 Q3	$480K	Sell	15,180 -214	-1%	-$6.72K	0.27%	41
2025 Q2	$475K	Sell	15,394 -982	-6%	-$29.5K	0.3%	40
2025 Q1	$488K	Buy	+16,376	New	+$491K	0.34%	38

Other funds holding ZALT

Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

CFS

CRA Financial Services Northfield, New Jersey $868M AUM 25.66% 1-Year Est. Return

TCM

Triumph Capital Management Denver, Colorado $552M AUM 20.75% 1-Year Est. Return

CFCI

Comprehensive Financial Consultants Institutional Bloomington, Indiana $378M AUM 23.74% 1-Year Est. Return

PCA

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return

KWM

KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return

SRA

Secured Retirement Advisors St Louis Park, Minnesota $195M AUM 34.51% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

CWA

Crux Wealth Advisors Long Beach, California $289M AUM 17.92% 1-Year Est. Return

Keystone Financial Group (Georgia)'s ZALT Position: Q2 2026 in Review

Keystone Financial Group (Georgia) reduced its Innovator US Equity 10 Buffer ETF Quarterly (ZALT) stake by 39% in Q2 2026, selling an estimated $43.2K and leaving 2,001 shares worth $67.8K. The position accounts for 0.04% of the portfolio, ranked #77.

Keystone Financial Group (Georgia) first reported a position in ZALT in Q1 2025 and has held it in 6 quarters since. The position peaked at $488K in Q1 2025. 20 funds tracked by Wall St. Rank hold ZALT as of Q2 2026.

Keystone Financial Group (Georgia) held 2,001 shares of Innovator US Equity 10 Buffer ETF Quarterly worth $67.8K as of Q2 2026.
Keystone Financial Group (Georgia) sold 1,289 Innovator US Equity 10 Buffer ETF Quarterly shares in Q2 2026, an estimated $43.2K.
Innovator US Equity 10 Buffer ETF Quarterly made up 0.04% of Keystone Financial Group (Georgia)'s portfolio in Q2 2026, its #77 holding.
Keystone Financial Group (Georgia) first reported a position in Innovator US Equity 10 Buffer ETF Quarterly in Q1 2025 and has held it in 6 quarters since.
Keystone Financial Group (Georgia)'s Innovator US Equity 10 Buffer ETF Quarterly position peaked at $488K in Q1 2025.
20 funds tracked by Wall St. Rank held Innovator US Equity 10 Buffer ETF Quarterly as of Q2 2026.

Based on Keystone Financial Group (Georgia)'s 13F filing for Q2 2026, filed 21 Jul 2026.