Pinnacle Wealth Planning Services’s Innovator US Equity 5 to 15 Buffer ETF Quarterly EALT Stock Holding History

Pinnacle Wealth Planning Services’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
2026 Q2	$249K	Sell	6,938 -784	-10%	-$27.6K	0.02%	442
2026 Q1	$259K	Sell	7,722 -639	-8%	-$22.5K	0.03%	384
2025 Q4	$295K	Buy	8,361 +323	+4%	+$11.3K	0.03%	331
2025 Q3	$278K	Sell	8,038 -124	-2%	-$4.16K	0.03%	346
2025 Q2	$266K	Sell	8,162 -449	-5%	-$14K	0.04%	334
2025 Q1	$265K	Sell	8,611 -380	-4%	-$12.3K	0.04%	290
2024 Q4	$290K	Buy	+8,991	New	+$291K	0.04%	259

Other funds holding EALT

BCI

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

TWP

Triad Wealth Partners Lawrence, Kansas $1.7B AUM 21.07% 1-Year Est. Return

SMART Wealth Omaha, Nebraska $464M AUM 35.91% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Pinnacle Wealth Planning Services's EALT Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its Innovator US Equity 5 to 15 Buffer ETF Quarterly (EALT) stake by 10% in Q2 2026, selling an estimated $27.6K and leaving 6,938 shares worth $249K. The position accounts for 0.02% of the portfolio, ranked #442.

Pinnacle Wealth Planning Services first reported a position in EALT in Q4 2024 and has held it in 7 quarters since. The position peaked at $295K in Q4 2025. 58 funds tracked by Wall St. Rank hold EALT as of Q2 2026.

Pinnacle Wealth Planning Services held 6,938 shares of Innovator US Equity 5 to 15 Buffer ETF Quarterly worth $249K as of Q2 2026.
Pinnacle Wealth Planning Services sold 784 Innovator US Equity 5 to 15 Buffer ETF Quarterly shares in Q2 2026, an estimated $27.6K.
Innovator US Equity 5 to 15 Buffer ETF Quarterly made up 0.02% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #442 holding.
Pinnacle Wealth Planning Services first reported a position in Innovator US Equity 5 to 15 Buffer ETF Quarterly in Q4 2024 and has held it in 7 quarters since.
Pinnacle Wealth Planning Services's Innovator US Equity 5 to 15 Buffer ETF Quarterly position peaked at $295K in Q4 2025.
58 funds tracked by Wall St. Rank held Innovator US Equity 5 to 15 Buffer ETF Quarterly as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.