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
Q2 		$576K Buy
16,075
+353
+2% +$12.4K 0.12% 135
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

BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
TWP
Triad Wealth Partners Lawrence, Kansas $1.7B AUM 21.07% 1-Year Est. Return
SW
SMART Wealth Omaha, Nebraska $464M AUM 35.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Sequent Planning's EALT Position: Q2 2026 in Review

Sequent Planning increased its Innovator US Equity 5 to 15 Buffer ETF Quarterly (EALT) stake by 2.2% in Q2 2026, buying an estimated $12.4K and bringing the position to 16,075 shares worth $576K. The position accounts for 0.12% of the portfolio, ranked #135.

Sequent Planning first reported a position in EALT in Q3 2025 and has held it in 4 quarters since. The position peaked at $653K in Q3 2025. 58 funds tracked by Wall St. Rank hold EALT as of Q2 2026.

  • Sequent Planning held 16,075 shares of Innovator US Equity 5 to 15 Buffer ETF Quarterly worth $576K as of Q2 2026.
  • Sequent Planning bought 353 Innovator US Equity 5 to 15 Buffer ETF Quarterly shares in Q2 2026, an estimated $12.4K.
  • Innovator US Equity 5 to 15 Buffer ETF Quarterly made up 0.12% of Sequent Planning's portfolio in Q2 2026, its #135 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 4 quarters since.
  • Sequent Planning's Innovator US Equity 5 to 15 Buffer ETF Quarterly position peaked at $653K in Q3 2025.
  • 58 funds tracked by Wall St. Rank held Innovator US Equity 5 to 15 Buffer ETF Quarterly as of Q2 2026.

Based on Sequent Planning's 13F filing for Q2 2026, filed 14 Aug 2026.