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 Q2	$1.01M	Sell	29,723 -6,881	-19%	-$231K	0.01%	750
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 $1.59B AUM 18.1% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

GSAM

Grant Street Asset Management Canonsburg, Pennsylvania $610M AUM 13.46% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Centaurus Financial Anaheim, California $2.59B AUM 31.63% 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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Kingsview Wealth Management's ZALT Position: Q2 2026 in Review

Kingsview Wealth Management reduced its Innovator US Equity 10 Buffer ETF Quarterly (ZALT) stake by 19% in Q2 2026, selling an estimated $231K and leaving 29,723 shares worth $1.01M. The position accounts for 0.01% of the portfolio, ranked #750.

Kingsview Wealth Management first reported a position in ZALT in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.19M in Q1 2026. 104 funds tracked by Wall St. Rank hold ZALT as of Q2 2026.

Kingsview Wealth Management held 29,723 shares of Innovator US Equity 10 Buffer ETF Quarterly worth $1.01M as of Q2 2026.
Kingsview Wealth Management sold 6,881 Innovator US Equity 10 Buffer ETF Quarterly shares in Q2 2026, an estimated $231K.
Innovator US Equity 10 Buffer ETF Quarterly made up 0.01% of Kingsview Wealth Management's portfolio in Q2 2026, its #750 holding.
Kingsview Wealth Management first reported a position in Innovator US Equity 10 Buffer ETF Quarterly in Q1 2024 and has held it in 10 quarters since.
Kingsview Wealth Management's Innovator US Equity 10 Buffer ETF Quarterly position peaked at $1.19M in Q1 2026.
104 funds tracked by Wall St. Rank held Innovator US Equity 10 Buffer ETF Quarterly as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.