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

Schulz Wealth’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
2025
Q4 		$2.18M Buy
66,782
+23,719
+55% +$764K 1.39% 17
2025
Q3 		$1.37M Buy
+43,063
New +$1.35M 0.91% 22

Other funds holding ZALT

W
Wealthquest Cincinnati, Ohio $1.41B AUM 14.87% 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
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
GSAM
Grant Street Asset Management Canonsburg, Pennsylvania $519M AUM 11.48% 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
CVA
Central Valley Advisors Sacramento, California $366M AUM 16.87% 1-Year Est. Return
CFS
CRA Financial Services Northfield, New Jersey $770M AUM 19.64% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Schulz Wealth's ZALT Position: Q4 2025 in Review

Schulz Wealth increased its Innovator US Equity 10 Buffer ETF Quarterly (ZALT) stake by 55% in Q4 2025, buying an estimated $764K and bringing the position to 66,782 shares worth $2.18M. The position accounts for 1.39% of the portfolio, ranked #17.

Schulz Wealth first reported a position in ZALT in Q3 2025 and has held it in 2 quarters since. 92 funds tracked by Wall St. Rank hold ZALT as of Q4 2025.

  • Schulz Wealth held 66,782 shares of Innovator US Equity 10 Buffer ETF Quarterly worth $2.18M as of Q4 2025.
  • Schulz Wealth bought 23,719 Innovator US Equity 10 Buffer ETF Quarterly shares in Q4 2025, an estimated $764K.
  • Innovator US Equity 10 Buffer ETF Quarterly made up 1.39% of Schulz Wealth's portfolio in Q4 2025, its #17 holding.
  • Schulz Wealth first reported a position in Innovator US Equity 10 Buffer ETF Quarterly in Q3 2025 and has held it in 2 quarters since.
  • 92 funds tracked by Wall St. Rank held Innovator US Equity 10 Buffer ETF Quarterly as of Q4 2025.

Based on Schulz Wealth's 13F filing for Q4 2025, filed 5 Feb 2026.