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Noble Wealth Management PBC’s Innovator US Equity 5 to 15 Buffer ETF Quarterly EALT Stock Holding History

Noble Wealth Management PBC’s Portfolio EALT Stock Details EALT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$24.6K Hold
800
– – 0.02% 281
2024
Q4 		$25.8K Buy
+800
New +$25.9K 0.02% 253

Other funds holding EALT

BIM
Bullseye Investment Management Cincinnati, Ohio $164M AUM 8.01% 1-Year Est. Return
SW
SMART Wealth Omaha, Nebraska $341M AUM 24.37% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return

Noble Wealth Management PBC's EALT Position: Q1 2025 in Review

Noble Wealth Management PBC held its Innovator US Equity 5 to 15 Buffer ETF Quarterly (EALT) position steady in Q1 2025 at 800 shares worth $24.6K. The position accounts for 0.02% of the portfolio, ranked #281.

Noble Wealth Management PBC first reported a position in EALT in Q4 2024 and has held it in 2 quarters since. The position peaked at $25.8K in Q4 2024. 45 funds tracked by Wall St. Rank hold EALT as of Q1 2025.

  • Noble Wealth Management PBC held 800 shares of Innovator US Equity 5 to 15 Buffer ETF Quarterly worth $24.6K as of Q1 2025.
  • Noble Wealth Management PBC left its Innovator US Equity 5 to 15 Buffer ETF Quarterly share count unchanged in Q1 2025.
  • Innovator US Equity 5 to 15 Buffer ETF Quarterly made up 0.02% of Noble Wealth Management PBC's portfolio in Q1 2025, its #281 holding.
  • Noble Wealth Management PBC first reported a position in Innovator US Equity 5 to 15 Buffer ETF Quarterly in Q4 2024 and has held it in 2 quarters since.
  • Noble Wealth Management PBC's Innovator US Equity 5 to 15 Buffer ETF Quarterly position peaked at $25.8K in Q4 2024.
  • 45 funds tracked by Wall St. Rank held Innovator US Equity 5 to 15 Buffer ETF Quarterly as of Q1 2025.

Based on Noble Wealth Management PBC's 13F filing for Q1 2025, filed 15 Apr 2025.