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

Mutual 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
Q3 		– Sell
-104,317
Closed -$3.26M – 1345
2025
Q2 		$3.26M Buy
+104,317
New +$3.13M 0.08% 232
2024
Q4 		– Sell
-67,864
Closed -$2M – 1141
2024
Q3 		$2M Buy
+67,864
New +$1.94M 0.06% 277

Other funds holding ZALT

W
Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 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
PGWM
Pitti Group Wealth Management Victor, New York $123M AUM 19.43% 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 $390M AUM 20.62% 1-Year Est. Return
CFS
CRA Financial Services Northfield, New Jersey $868M AUM 25.66% 1-Year Est. Return

Mutual Advisors's ZALT Position: Q3 2025 in Review

Mutual Advisors sold out of Innovator US Equity 10 Buffer ETF Quarterly (ZALT) in Q3 2025, closing a stake of 104,317 shares — an estimated $3.26M sold.

Mutual Advisors first reported a position in ZALT in Q3 2024 and held it in 2 quarters. The position peaked at $3.26M in Q2 2025. 82 funds tracked by Wall St. Rank hold ZALT as of Q3 2025.

  • Mutual Advisors reported no remaining Innovator US Equity 10 Buffer ETF Quarterly position as of Q3 2025 after selling out during the quarter.
  • Mutual Advisors sold 104,317 Innovator US Equity 10 Buffer ETF Quarterly shares in Q3 2025, an estimated $3.26M.
  • Mutual Advisors first reported a position in Innovator US Equity 10 Buffer ETF Quarterly in Q3 2024 and held it in 2 quarters.
  • Mutual Advisors's Innovator US Equity 10 Buffer ETF Quarterly position peaked at $3.26M in Q2 2025.
  • 82 funds tracked by Wall St. Rank held Innovator US Equity 10 Buffer ETF Quarterly as of Q3 2025.

Based on Mutual Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.