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Legacy Wealth Management (Idaho)’s Innovator US Equity 10 Buffer ETF Quarterly ZALT Stock Holding History

Legacy Wealth Management (Idaho)’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 		$94.4K Buy
+2,909
New +$95.1K 0.05% 189

Other funds holding ZALT

W
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OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Osaic Holdings
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
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Susquehanna International Group
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

Legacy Wealth Management (Idaho)'s ZALT Position: Q1 2026 in Review

Legacy Wealth Management (Idaho) opened a new position in Innovator US Equity 10 Buffer ETF Quarterly (ZALT) in Q1 2026: 2,909 shares worth $94.4K. The stake represents 0.05% of the portfolio and ranks #189 among its holdings.

103 funds tracked by Wall St. Rank hold ZALT as of Q1 2026.

  • Legacy Wealth Management (Idaho) held 2,909 shares of Innovator US Equity 10 Buffer ETF Quarterly worth $94.4K as of Q1 2026.
  • Innovator US Equity 10 Buffer ETF Quarterly was a new Legacy Wealth Management (Idaho) position in Q1 2026.
  • Innovator US Equity 10 Buffer ETF Quarterly made up 0.05% of Legacy Wealth Management (Idaho)'s portfolio in Q1 2026, its #189 holding.
  • 103 funds tracked by Wall St. Rank held Innovator US Equity 10 Buffer ETF Quarterly as of Q1 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q1 2026, filed 7 May 2026.