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

Kingsview 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 Q1	$1.19M	Buy	36,604 +915	+3%	+$29.9K	0.02%	621
2025 Q4	$1.16M	Buy	35,689 +3,703	+12%	+$119K	0.02%	596
2025 Q3	$1.02M	Buy	31,986 +2,212	+7%	+$69.5K	0.02%	606
2025 Q2	$917K	Buy	29,774 +9,849	+49%	+$296K	0.02%	607
2025 Q1	$593K	Buy	19,925 +1,882	+10%	+$56.5K	0.01%	676
2024 Q4	$537K	Buy	18,043 +4,602	+34%	+$137K	0.01%	713
2024 Q3	$393K	Buy	13,441 +2,672	+25%	+$76.5K	0.01%	790
2024 Q2	$305K	Sell	10,769 -5	-0%	-$138	0.01%	829
2024 Q1	$295K	Buy	+10,774	New	+$291K	0.01%	817

Other funds holding ZALT

Wealthquest Cincinnati, Ohio $1.41B AUM 14.87% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

HCM

Hollencrest Capital Management Newport Beach, California $2.7B AUM 23.62% 1-Year Est. Return

GSAM

Grant Street Asset Management Canonsburg, Pennsylvania $519M AUM 11.48% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

CVA

Central Valley Advisors Sacramento, California $366M AUM 16.87% 1-Year Est. Return

Kingsview Wealth Management's ZALT Position: Q1 2026 in Review

Kingsview Wealth Management increased its Innovator US Equity 10 Buffer ETF Quarterly (ZALT) stake by 2.6% in Q1 2026, buying an estimated $29.9K and bringing the position to 36,604 shares worth $1.19M. The position accounts for 0.02% of the portfolio, ranked #621.

Kingsview Wealth Management first reported a position in ZALT in Q1 2024 and has held it in 9 quarters since. 103 funds tracked by Wall St. Rank hold ZALT as of Q1 2026.

Kingsview Wealth Management held 36,604 shares of Innovator US Equity 10 Buffer ETF Quarterly worth $1.19M as of Q1 2026.
Kingsview Wealth Management bought 915 Innovator US Equity 10 Buffer ETF Quarterly shares in Q1 2026, an estimated $29.9K.
Innovator US Equity 10 Buffer ETF Quarterly made up 0.02% of Kingsview Wealth Management's portfolio in Q1 2026, its #621 holding.
Kingsview Wealth Management first reported a position in Innovator US Equity 10 Buffer ETF Quarterly in Q1 2024 and has held it in 9 quarters since.
103 funds tracked by Wall St. Rank held Innovator US Equity 10 Buffer ETF Quarterly as of Q1 2026.

Based on Kingsview Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.