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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

W
Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
HCM
Hollencrest Capital Management Newport Beach, California $1.54B AUM 30.1% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
GSAM
Grant Street Asset Management Canonsburg, Pennsylvania $610M AUM 13.46% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
CVA
Central Valley Advisors Sacramento, California $390M AUM 20.62% 1-Year Est. Return
CFS
CRA Financial Services Northfield, New Jersey $868M AUM 25.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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. 93 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.
  • 93 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.