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Simplicity Wealth’s Innovator US Equity 5 to 15 Buffer ETF Quarterly EALT Stock Holding History

Simplicity Wealth’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 		$954K Buy
+26,600
New +$938K 0.03% 431

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

Simplicity Wealth's EALT Position: Q2 2026 in Review

Simplicity Wealth opened a new position in Innovator US Equity 5 to 15 Buffer ETF Quarterly (EALT) in Q2 2026: 26,600 shares worth $954K. The stake represents 0.03% of the portfolio and ranks #431 among its holdings.

58 funds tracked by Wall St. Rank hold EALT as of Q2 2026.

  • Simplicity Wealth held 26,600 shares of Innovator US Equity 5 to 15 Buffer ETF Quarterly worth $954K as of Q2 2026.
  • Innovator US Equity 5 to 15 Buffer ETF Quarterly was a new Simplicity Wealth position in Q2 2026.
  • Innovator US Equity 5 to 15 Buffer ETF Quarterly made up 0.03% of Simplicity Wealth's portfolio in Q2 2026, its #431 holding.
  • 58 funds tracked by Wall St. Rank held Innovator US Equity 5 to 15 Buffer ETF Quarterly as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.