Pitti Group Wealth Management’s Innovator US Equity 10 Buffer ETF Quarterly ZALT Stock Holding History

Pitti Group Wealth Management’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
2026 Q2	$12.8M	Buy	378,737 +6,228	+2%	+$209K	9.34%	2
2026 Q1	$12.1M	Buy	372,509 +8,180	+2%	+$268K	9.82%	2
2025 Q4	$11.9M	Sell	364,329 -302,503	-45%	-$9.75M	9.76%	2
2025 Q3	$21.3M	Buy	666,832 +7,066	+1%	+$222K	18.1%	1
2025 Q2	$20.3M	Buy	659,766 +227,768	+53%	+$6.84M	17.54%	1
2025 Q1	$12.9M	Buy	431,998 +122,254	+39%	+$3.67M	13.19%	1
2024 Q4	$9.22M	Buy	+309,744	New	+$9.2M	9.34%	1

Other funds holding ZALT

Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return

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

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

GSAM

Grant Street Asset Management Canonsburg, Pennsylvania $610M AUM 13.46% 1-Year Est. Return

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

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Centaurus Financial Anaheim, California $2.59B AUM 31.63% 1-Year Est. Return

BCM

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

CFS

CRA Financial Services Northfield, New Jersey $868M AUM 25.66% 1-Year Est. Return

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

Pitti Group Wealth Management's ZALT Position: Q2 2026 in Review

Pitti Group Wealth Management increased its Innovator US Equity 10 Buffer ETF Quarterly (ZALT) stake by 1.7% in Q2 2026, buying an estimated $209K and bringing the position to 378,737 shares worth $12.8M. The position accounts for 9.34% of the portfolio, ranked #2.

Pitti Group Wealth Management first reported a position in ZALT in Q4 2024 and has held it in 7 quarters since. The position peaked at $21.3M in Q3 2025. 104 funds tracked by Wall St. Rank hold ZALT as of Q2 2026.

Pitti Group Wealth Management held 378,737 shares of Innovator US Equity 10 Buffer ETF Quarterly worth $12.8M as of Q2 2026.
Pitti Group Wealth Management bought 6,228 Innovator US Equity 10 Buffer ETF Quarterly shares in Q2 2026, an estimated $209K.
Innovator US Equity 10 Buffer ETF Quarterly made up 9.34% of Pitti Group Wealth Management's portfolio in Q2 2026, its #2 holding.
Pitti Group Wealth Management first reported a position in Innovator US Equity 10 Buffer ETF Quarterly in Q4 2024 and has held it in 7 quarters since.
Pitti Group Wealth Management's Innovator US Equity 10 Buffer ETF Quarterly position peaked at $21.3M in Q3 2025.
104 funds tracked by Wall St. Rank held Innovator US Equity 10 Buffer ETF Quarterly as of Q2 2026.

Based on Pitti Group Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.