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Orion Portfolio Solutions’s Innovator US Equity 5 to 15 Buffer ETF Quarterly EALT Stock Holding History

Orion Portfolio Solutions’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 		$2.38M Buy
+77,383
New +$2.5M 0.02% 621

Other funds holding EALT

BIM
Bullseye Investment Management Cincinnati, Ohio $203M AUM 11% 1-Year Est. Return
SW
SMART Wealth Omaha, Nebraska $464M AUM 35.91% 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 $369B AUM 28.27% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $5.31B AUM 25.12% 1-Year Est. Return

Orion Portfolio Solutions's EALT Position: Q1 2025 in Review

Orion Portfolio Solutions opened a new position in Innovator US Equity 5 to 15 Buffer ETF Quarterly (EALT) in Q1 2025: 77,383 shares worth $2.38M. The stake represents 0.02% of the portfolio and ranks #621 among its holdings.

45 funds tracked by Wall St. Rank hold EALT as of Q1 2025.

  • Orion Portfolio Solutions held 77,383 shares of Innovator US Equity 5 to 15 Buffer ETF Quarterly worth $2.38M as of Q1 2025.
  • Innovator US Equity 5 to 15 Buffer ETF Quarterly was a new Orion Portfolio Solutions position in Q1 2025.
  • Innovator US Equity 5 to 15 Buffer ETF Quarterly made up 0.02% of Orion Portfolio Solutions's portfolio in Q1 2025, its #621 holding.
  • 45 funds tracked by Wall St. Rank held Innovator US Equity 5 to 15 Buffer ETF Quarterly as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.