Stuart Chaussee & Associates’s Innovator US Equity 10 Buffer ETF Quarterly ZALT Stock Holding History

Stuart Chaussee & Associates’s Portfolio ZALT Stock Details ZALT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-18,047	Closed	-$575K	–	167
2025 Q3	$575K	Buy	+18,047	New	+$567K	0.13%	26
2025 Q1	–	Sell	-10	Closed	-$298	–	194
2024 Q4	$298	Buy	+10	New	+$297	﹤0.01%	181

Other funds holding ZALT

Wealthquest Cincinnati, Ohio $1.61B AUM 12% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Hollencrest Capital Management Newport Beach, California $1.54B AUM 30.1% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return

Grant Street Asset Management Canonsburg, Pennsylvania $614M AUM 9.27% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

CVA

Central Valley Advisors Sacramento, California $372M AUM 14.86% 1-Year Est. Return

CRA Financial Services Northfield, New Jersey $904M AUM 20.1% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Stuart Chaussee & Associates's ZALT Position: Q4 2025 in Review

Stuart Chaussee & Associates sold out of Innovator US Equity 10 Buffer ETF Quarterly (ZALT) in Q4 2025, closing a stake of 18,047 shares — an estimated $575K sold.

Stuart Chaussee & Associates first reported a position in ZALT in Q4 2024 and held it in 2 quarters. The position peaked at $575K in Q3 2025. 94 funds tracked by Wall St. Rank hold ZALT as of Q4 2025.

Stuart Chaussee & Associates reported no remaining Innovator US Equity 10 Buffer ETF Quarterly position as of Q4 2025 after selling out during the quarter.
Stuart Chaussee & Associates sold 18,047 Innovator US Equity 10 Buffer ETF Quarterly shares in Q4 2025, an estimated $575K.
Stuart Chaussee & Associates first reported a position in Innovator US Equity 10 Buffer ETF Quarterly in Q4 2024 and held it in 2 quarters.
Stuart Chaussee & Associates's Innovator US Equity 10 Buffer ETF Quarterly position peaked at $575K in Q3 2025.
94 funds tracked by Wall St. Rank held Innovator US Equity 10 Buffer ETF Quarterly as of Q4 2025.

Based on Stuart Chaussee & Associates's 13F filing for Q4 2025.