Steward Partners Investment Advisory’s Innovator US Equity 5 to 15 Buffer ETF Quarterly EALT Stock Holding History

Steward Partners Investment Advisory’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	$109K	Sell	3,048 -3,210	-51%	-$113K	﹤0.01%	2544
2026 Q1	$210K	Sell	6,258 -6,274	-50%	-$221K	﹤0.01%	1994
2025 Q4	$442K	Buy	12,532 +5,328	+74%	+$186K	﹤0.01%	1495
2025 Q3	$249K	Buy	7,204 +946	+15%	+$31.8K	﹤0.01%	1752
2025 Q2	$204K	Sell	6,258 -1,000	-14%	-$31.2K	﹤0.01%	1755
2025 Q1	$223K	Buy	7,258 +1,458	+25%	+$47.1K	﹤0.01%	1591
2024 Q4	$187K	Buy	5,800 +458	+9%	+$14.8K	﹤0.01%	1656
2024 Q3	$169K	Buy	5,342 +4,944	+1,242%	+$151K	﹤0.01%	1615
2024 Q2	$12K	Buy	+398	New	+$11.5K	﹤0.01%	2744

Other funds holding EALT

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

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

SMART Wealth Omaha, Nebraska $464M AUM 35.91% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

BIM

Bullseye Investment Management Cincinnati, Ohio $203M AUM 11% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Steward Partners Investment Advisory's EALT Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its Innovator US Equity 5 to 15 Buffer ETF Quarterly (EALT) stake by 51% in Q2 2026, selling an estimated $113K and leaving 3,048 shares worth $109K. The position accounts for ﹤0.01% of the portfolio, ranked #2544.

Steward Partners Investment Advisory first reported a position in EALT in Q2 2024 and has held it in 9 quarters since. The position peaked at $442K in Q4 2025. 59 funds tracked by Wall St. Rank hold EALT as of Q2 2026.

Steward Partners Investment Advisory held 3,048 shares of Innovator US Equity 5 to 15 Buffer ETF Quarterly worth $109K as of Q2 2026.
Steward Partners Investment Advisory sold 3,210 Innovator US Equity 5 to 15 Buffer ETF Quarterly shares in Q2 2026, an estimated $113K.
Innovator US Equity 5 to 15 Buffer ETF Quarterly made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #2544 holding.
Steward Partners Investment Advisory first reported a position in Innovator US Equity 5 to 15 Buffer ETF Quarterly in Q2 2024 and has held it in 9 quarters since.
Steward Partners Investment Advisory's Innovator US Equity 5 to 15 Buffer ETF Quarterly position peaked at $442K in Q4 2025.
59 funds tracked by Wall St. Rank held Innovator US Equity 5 to 15 Buffer ETF Quarterly as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.