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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
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

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
SW
SMART Wealth Omaha, Nebraska $341M AUM 24.37% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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
TWP
Triad Wealth Partners Lawrence, Kansas $1.26B AUM 17.86% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Pinnacle Wealth Planning Services's EALT Position: Q1 2026 in Review

Pinnacle Wealth Planning Services reduced its Innovator US Equity 5 to 15 Buffer ETF Quarterly (EALT) stake by 7.6% in Q1 2026, selling an estimated $22.5K and leaving 7,722 shares worth $259K. The position accounts for 0.03% of the portfolio, ranked #384.

Pinnacle Wealth Planning Services first reported a position in EALT in Q4 2024 and has held it in 6 quarters since. The position peaked at $295K in Q4 2025. 61 funds tracked by Wall St. Rank hold EALT as of Q1 2026.

  • Pinnacle Wealth Planning Services held 7,722 shares of Innovator US Equity 5 to 15 Buffer ETF Quarterly worth $259K as of Q1 2026.
  • Pinnacle Wealth Planning Services sold 639 Innovator US Equity 5 to 15 Buffer ETF Quarterly shares in Q1 2026, an estimated $22.5K.
  • Innovator US Equity 5 to 15 Buffer ETF Quarterly made up 0.03% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #384 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 6 quarters since.
  • Pinnacle Wealth Planning Services's Innovator US Equity 5 to 15 Buffer ETF Quarterly position peaked at $295K in Q4 2025.
  • 61 funds tracked by Wall St. Rank held Innovator US Equity 5 to 15 Buffer ETF Quarterly as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.