Mercer Global Advisors
ZALT icon

Mercer Global Advisors’s Innovator US Equity 10 Buffer ETF Quarterly ZALT Stock Holding History

Mercer Global Advisors’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
2025
Q4 		– Sell
-6,706
Closed -$214K – 2977
2025
Q3 		$214K Buy
+6,706
New +$211K ﹤0.01% 2346

Other funds holding ZALT

W
Wealthquest Cincinnati, Ohio $1.41B AUM 14.87% 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
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
GSAM
Grant Street Asset Management Canonsburg, Pennsylvania $519M AUM 11.48% 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
CVA
Central Valley Advisors Sacramento, California $366M AUM 16.87% 1-Year Est. Return
CFS
CRA Financial Services Northfield, New Jersey $770M AUM 19.64% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Mercer Global Advisors's ZALT Position: Q4 2025 in Review

Mercer Global Advisors sold out of Innovator US Equity 10 Buffer ETF Quarterly (ZALT) in Q4 2025, closing a stake of 6,706 shares — an estimated $214K sold.

Mercer Global Advisors first reported a position in ZALT in Q3 2025 and held it in 1 quarter. The position peaked at $214K in Q3 2025. 92 funds tracked by Wall St. Rank hold ZALT as of Q4 2025.

  • Mercer Global Advisors reported no remaining Innovator US Equity 10 Buffer ETF Quarterly position as of Q4 2025 after selling out during the quarter.
  • Mercer Global Advisors sold 6,706 Innovator US Equity 10 Buffer ETF Quarterly shares in Q4 2025, an estimated $214K.
  • Mercer Global Advisors first reported a position in Innovator US Equity 10 Buffer ETF Quarterly in Q3 2025 and held it in 1 quarter.
  • Mercer Global Advisors's Innovator US Equity 10 Buffer ETF Quarterly position peaked at $214K in Q3 2025.
  • 92 funds tracked by Wall St. Rank held Innovator US Equity 10 Buffer ETF Quarterly as of Q4 2025.

Based on Mercer Global Advisors's 13F filing for Q4 2025, filed 18 Feb 2026.