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Oliver Lagore Vanvalin Investment Group’s Innovator US Equity 10 Buffer ETF Quarterly ZALT Stock Holding History

Oliver Lagore Vanvalin Investment Group’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
Q2 		$269K Buy
+9,029
New +$271K 0.11% 115
2024
Q4 		$151K Buy
5,086
+120
+2% +$3.56K 0.04% 137
2024
Q3 		$145K Sell
4,966
-483
-9% -$13.8K 0.04% 144
2024
Q2 		$154K Buy
5,449
+1,487
+38% +$41K 0.04% 136
2024
Q1 		$109K Buy
+3,962
New +$107K 0.03% 170

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
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
PGWM
Pitti Group Wealth Management Victor, New York $123M AUM 19.43% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CVA
Central Valley Advisors Sacramento, California $390M AUM 20.62% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
CFS
CRA Financial Services Northfield, New Jersey $868M AUM 25.66% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's ZALT Position: Q2 2025 in Review

Oliver Lagore Vanvalin Investment Group opened a new position in Innovator US Equity 10 Buffer ETF Quarterly (ZALT) in Q2 2025: 9,029 shares worth $269K. The stake represents 0.11% of the portfolio and ranks #115 among its holdings. This is a return to the name: Oliver Lagore Vanvalin Investment Group previously reported a position in ZALT as recently as Q4 2024.

Oliver Lagore Vanvalin Investment Group first reported a position in ZALT in Q1 2024 and has held it in 5 quarters since. 82 funds tracked by Wall St. Rank hold ZALT as of Q2 2025.

  • Oliver Lagore Vanvalin Investment Group held 9,029 shares of Innovator US Equity 10 Buffer ETF Quarterly worth $269K as of Q2 2025.
  • Innovator US Equity 10 Buffer ETF Quarterly was a new Oliver Lagore Vanvalin Investment Group position in Q2 2025.
  • Innovator US Equity 10 Buffer ETF Quarterly made up 0.11% of Oliver Lagore Vanvalin Investment Group's portfolio in Q2 2025, its #115 holding.
  • Oliver Lagore Vanvalin Investment Group first reported a position in Innovator US Equity 10 Buffer ETF Quarterly in Q1 2024 and has held it in 5 quarters since.
  • 82 funds tracked by Wall St. Rank held Innovator US Equity 10 Buffer ETF Quarterly as of Q2 2025.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2025, filed 10 Jul 2025.