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Sagespring Wealth Partners’s Innovator US Equity 10 Buffer ETF Quarterly ZALT Stock Holding History

Sagespring Wealth Partners’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
Q1 		$3.27M Sell
100,884
-1,351
-1% -$44.2K 0.06% 148
2025
Q4 		$3.33M Buy
102,235
+20,256
+25% +$653K 0.06% 148
2025
Q3 		$2.61M Buy
81,979
+929
+1% +$29.2K 0.05% 156
2025
Q2 		$2.5M Buy
81,050
+1,374
+2% +$41.3K 0.05% 156
2025
Q1 		$2.37M Buy
+79,676
New +$2.39M 0.06% 139

Other funds holding ZALT

W
Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HCM
Hollencrest Capital Management Newport Beach, California $2.7B AUM 23.62% 1-Year Est. Return
GSAM
Grant Street Asset Management Canonsburg, Pennsylvania $519M AUM 11.48% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CVA
Central Valley Advisors Sacramento, California $390M AUM 20.62% 1-Year Est. Return

Sagespring Wealth Partners's ZALT Position: Q1 2026 in Review

Sagespring Wealth Partners reduced its Innovator US Equity 10 Buffer ETF Quarterly (ZALT) stake by 1.3% in Q1 2026, selling an estimated $44.2K and leaving 100,884 shares worth $3.27M. The position accounts for 0.06% of the portfolio, ranked #148.

Sagespring Wealth Partners first reported a position in ZALT in Q1 2025 and has held it in 5 quarters since. The position peaked at $3.33M in Q4 2025. 103 funds tracked by Wall St. Rank hold ZALT as of Q1 2026.

  • Sagespring Wealth Partners held 100,884 shares of Innovator US Equity 10 Buffer ETF Quarterly worth $3.27M as of Q1 2026.
  • Sagespring Wealth Partners sold 1,351 Innovator US Equity 10 Buffer ETF Quarterly shares in Q1 2026, an estimated $44.2K.
  • Innovator US Equity 10 Buffer ETF Quarterly made up 0.06% of Sagespring Wealth Partners's portfolio in Q1 2026, its #148 holding.
  • Sagespring Wealth Partners first reported a position in Innovator US Equity 10 Buffer ETF Quarterly in Q1 2025 and has held it in 5 quarters since.
  • Sagespring Wealth Partners's Innovator US Equity 10 Buffer ETF Quarterly position peaked at $3.33M in Q4 2025.
  • 103 funds tracked by Wall St. Rank held Innovator US Equity 10 Buffer ETF Quarterly as of Q1 2026.

Based on Sagespring Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.