SP
EALT icon

Sequent Planning’s Innovator US Equity 5 to 15 Buffer ETF Quarterly EALT Stock Holding History

Sequent Planning’s Portfolio EALT Stock Details EALT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$528K Sell
15,722
-19
-0.1% -$670 0.13% 128
2025
Q4 		$556K Sell
15,741
-3,167
-17% -$111K 0.14% 114
2025
Q3 		$653K Buy
+18,908
New +$635K 0.19% 100

Other funds holding EALT

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
SW
SMART Wealth Omaha, Nebraska $341M AUM 24.37% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
TWP
Triad Wealth Partners Lawrence, Kansas $1.26B AUM 17.86% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Sequent Planning's EALT Position: Q1 2026 in Review

Sequent Planning reduced its Innovator US Equity 5 to 15 Buffer ETF Quarterly (EALT) stake by 0.12% in Q1 2026, selling an estimated $670 and leaving 15,722 shares worth $528K. The position accounts for 0.13% of the portfolio, ranked #128.

Sequent Planning first reported a position in EALT in Q3 2025 and has held it in 3 quarters since. The position peaked at $653K in Q3 2025. 61 funds tracked by Wall St. Rank hold EALT as of Q1 2026.

  • Sequent Planning held 15,722 shares of Innovator US Equity 5 to 15 Buffer ETF Quarterly worth $528K as of Q1 2026.
  • Sequent Planning sold 19 Innovator US Equity 5 to 15 Buffer ETF Quarterly shares in Q1 2026, an estimated $670.
  • Innovator US Equity 5 to 15 Buffer ETF Quarterly made up 0.13% of Sequent Planning's portfolio in Q1 2026, its #128 holding.
  • Sequent Planning first reported a position in Innovator US Equity 5 to 15 Buffer ETF Quarterly in Q3 2025 and has held it in 3 quarters since.
  • Sequent Planning's Innovator US Equity 5 to 15 Buffer ETF Quarterly position peaked at $653K in Q3 2025.
  • 61 funds tracked by Wall St. Rank held Innovator US Equity 5 to 15 Buffer ETF Quarterly as of Q1 2026.

Based on Sequent Planning's 13F filing for Q1 2026, filed 21 Apr 2026.