Secured Retirement Advisors’s Innovator US Equity 10 Buffer ETF Quarterly ZALT Stock Holding History

Secured Retirement Advisors’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	$1.25M	Sell	37,021 -622	-2%	-$20.8K	0.64%	64
2026 Q1	$1.22M	Sell	37,643 -178	-0.5%	-$5.82K	0.69%	47
2025 Q4	$1.23M	Sell	37,821 -3,335	-8%	-$107K	0.69%	51
2025 Q3	$1.31M	Sell	41,156 -3,023	-7%	-$94.9K	0.73%	49
2025 Q2	$1.36M	Buy	44,179 +3,163	+8%	+$95K	0.81%	45
2025 Q1	$1.22M	Buy	41,016 +4,817	+13%	+$145K	0.79%	46
2024 Q4	$1.08M	Buy	+36,199	New	+$1.07M	0.62%	71

Other funds holding ZALT

BCM

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

TCM

Triumph Capital Management Denver, Colorado $552M AUM 20.75% 1-Year Est. Return

CFCI

Comprehensive Financial Consultants Institutional Bloomington, Indiana $378M AUM 23.74% 1-Year Est. Return

PCA

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

CWA

Crux Wealth Advisors Long Beach, California $289M AUM 17.92% 1-Year Est. Return

October Effect Virginia Beach, Virginia $106M AUM 85.28% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

RFG

Range Financial Group Tigard, Oregon $366M AUM 76.17% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Secured Retirement Advisors's ZALT Position: Q2 2026 in Review

Secured Retirement Advisors reduced its Innovator US Equity 10 Buffer ETF Quarterly (ZALT) stake by 1.7% in Q2 2026, selling an estimated $20.8K and leaving 37,021 shares worth $1.25M. The position accounts for 0.64% of the portfolio, ranked #64.

Secured Retirement Advisors first reported a position in ZALT in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.36M in Q2 2025. 15 funds tracked by Wall St. Rank hold ZALT as of Q2 2026.

Secured Retirement Advisors held 37,021 shares of Innovator US Equity 10 Buffer ETF Quarterly worth $1.25M as of Q2 2026.
Secured Retirement Advisors sold 622 Innovator US Equity 10 Buffer ETF Quarterly shares in Q2 2026, an estimated $20.8K.
Innovator US Equity 10 Buffer ETF Quarterly made up 0.64% of Secured Retirement Advisors's portfolio in Q2 2026, its #64 holding.
Secured Retirement Advisors first reported a position in Innovator US Equity 10 Buffer ETF Quarterly in Q4 2024 and has held it in 7 quarters since.
Secured Retirement Advisors's Innovator US Equity 10 Buffer ETF Quarterly position peaked at $1.36M in Q2 2025.
15 funds tracked by Wall St. Rank held Innovator US Equity 10 Buffer ETF Quarterly as of Q2 2026.

Based on Secured Retirement Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.