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 Q2	$3.69M	Buy	108,936 +8,052	+8%	+$270K	0.06%	157
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

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

Sagespring Wealth Partners's ZALT Position: Q2 2026 in Review

Sagespring Wealth Partners increased its Innovator US Equity 10 Buffer ETF Quarterly (ZALT) stake by 8% in Q2 2026, buying an estimated $270K and bringing the position to 108,936 shares worth $3.69M. The position accounts for 0.06% of the portfolio, ranked #157.

Sagespring Wealth Partners first reported a position in ZALT in Q1 2025 and has held it in 6 quarters since. 105 funds tracked by Wall St. Rank hold ZALT as of Q2 2026.

Sagespring Wealth Partners held 108,936 shares of Innovator US Equity 10 Buffer ETF Quarterly worth $3.69M as of Q2 2026.
Sagespring Wealth Partners bought 8,052 Innovator US Equity 10 Buffer ETF Quarterly shares in Q2 2026, an estimated $270K.
Innovator US Equity 10 Buffer ETF Quarterly made up 0.06% of Sagespring Wealth Partners's portfolio in Q2 2026, its #157 holding.
Sagespring Wealth Partners first reported a position in Innovator US Equity 10 Buffer ETF Quarterly in Q1 2025 and has held it in 6 quarters since.
105 funds tracked by Wall St. Rank held Innovator US Equity 10 Buffer ETF Quarterly as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.