SW
ZALT icon

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
2026
Q2 		$1.49M Buy
+43,935
New +$1.47M 0.77% 27
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 $1.59B AUM 18.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
CAPTRUST Financial Advisors
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
CF
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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Schulz Wealth's ZALT Position: Q2 2026 in Review

Schulz Wealth opened a new position in Innovator US Equity 10 Buffer ETF Quarterly (ZALT) in Q2 2026: 43,935 shares worth $1.49M. The stake represents 0.77% of the portfolio and ranks #27 among its holdings. This is a return to the name: Schulz Wealth previously reported a position in ZALT as recently as Q4 2025.

Schulz Wealth first reported a position in ZALT in Q3 2025 and has held it in 3 quarters since. The position peaked at $2.18M in Q4 2025. 104 funds tracked by Wall St. Rank hold ZALT as of Q2 2026.

  • Schulz Wealth held 43,935 shares of Innovator US Equity 10 Buffer ETF Quarterly worth $1.49M as of Q2 2026.
  • Innovator US Equity 10 Buffer ETF Quarterly was a new Schulz Wealth position in Q2 2026.
  • Innovator US Equity 10 Buffer ETF Quarterly made up 0.77% of Schulz Wealth's portfolio in Q2 2026, its #27 holding.
  • Schulz Wealth first reported a position in Innovator US Equity 10 Buffer ETF Quarterly in Q3 2025 and has held it in 3 quarters since.
  • Schulz Wealth's Innovator US Equity 10 Buffer ETF Quarterly position peaked at $2.18M in Q4 2025.
  • 104 funds tracked by Wall St. Rank held Innovator US Equity 10 Buffer ETF Quarterly as of Q2 2026.

Based on Schulz Wealth's 13F filing for Q2 2026, filed 26 Aug 2026.