KFG Wealth Management’s Innovator US Equity 10 Buffer ETF Quarterly ZALT Stock Holding History

KFG Wealth Management’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	$2.87M	Buy	83,098 +3,847	+5%	+$132K	0.31%	48
2026 Q2	$2.68M	Buy	79,251 +42,179	+114%	+$1.41M	0.3%	49
2026 Q1	$1.2M	Buy	37,072 +1,827	+5%	+$59.8K	0.16%	73
2025 Q4	$1.15M	Buy	35,245 +7,090	+25%	+$228K	0.15%	70
2025 Q3	$898K	Hold	28,155	–	–	0.13%	83
2025 Q2	$867K	Buy	28,155 +3,167	+13%	+$95.1K	0.14%	80
2025 Q1	$744K	Buy	+24,988	New	+$750K	0.14%	87

Other funds holding ZALT

CRA Financial Services Northfield, New Jersey $904M AUM 20.1% 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

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

Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return

Sugar Maple Asset Management Sister Bay, Wisconsin $175M AUM 16.33% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return

KFG Wealth Management's ZALT Position: Q3 2026 in Review

KFG Wealth Management increased its Innovator US Equity 10 Buffer ETF Quarterly (ZALT) stake by 4.9% in Q3 2026, buying an estimated $132K and bringing the position to 83,098 shares worth $2.87M. The position accounts for 0.31% of the portfolio, ranked #48.

KFG Wealth Management first reported a position in ZALT in Q1 2025 and has held it in 7 quarters since. 26 funds tracked by Wall St. Rank hold ZALT as of Q3 2026.

KFG Wealth Management held 83,098 shares of Innovator US Equity 10 Buffer ETF Quarterly worth $2.87M as of Q3 2026.
KFG Wealth Management bought 3,847 Innovator US Equity 10 Buffer ETF Quarterly shares in Q3 2026, an estimated $132K.
Innovator US Equity 10 Buffer ETF Quarterly made up 0.31% of KFG Wealth Management's portfolio in Q3 2026, its #48 holding.
KFG Wealth Management first reported a position in Innovator US Equity 10 Buffer ETF Quarterly in Q1 2025 and has held it in 7 quarters since.
26 funds tracked by Wall St. Rank held Innovator US Equity 10 Buffer ETF Quarterly as of Q3 2026.

Based on KFG Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.