Steward Partners Investment Advisory’s Innovator US Equity 10 Buffer ETF Quarterly ZALT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $229K | Buy |
7,424
+170
| +2% | +$5.24K | ﹤0.01% | 1696 |
|
|
2025
Q1 | $216K | Hold |
7,254
| – | – | ﹤0.01% | 1608 |
|
|
2024
Q4 | $216K | Buy |
7,254
+2,886
| +66% | +$85.9K | ﹤0.01% | 1564 |
|
|
2024
Q3 | $128K | Sell |
4,368
-7,777
| -64% | -$227K | ﹤0.01% | 1759 |
|
|
2024
Q2 | $344K | Buy |
12,145
+77
| +0.6% | +$2.18K | ﹤0.01% | 1224 |
|
|
2024
Q1 | $331K | Buy |
+12,068
| New | +$331K | ﹤0.01% | 1219 |
|