Sugar Maple Asset Management’s Innovator US Equity 10 Buffer ETF Quarterly ZALT Stock Holding History

Sugar Maple Asset Management’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
2026 Q3	$1.21M	Sell	35,137 -8,408	-19%	-$288K	0.69%	35
2026 Q2	$1.47M	Hold	43,545	–	–	0.95%	26
2026 Q1	$1.41M	Hold	43,545	–	–	0.86%	25
2025 Q4	$1.42M	Buy	43,545 +345	+0.8%	+$11.1K	0.95%	22
2025 Q3	$1.38M	Buy	43,200 +13,200	+44%	+$414K	0.99%	22
2025 Q2	$924K	Buy	30,000 +2,226	+8%	+$66.8K	0.72%	31
2025 Q1	$827K	Buy	27,774 +13,124	+90%	+$394K	0.65%	30
2024 Q4	$436K	Buy	+14,650	New	+$435K	0.33%	38

Other funds holding ZALT

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

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

Bullseye Investment Management Cincinnati, Ohio $203M AUM 7.76% 1-Year Est. Return

Sigma Planning Corp Ann Arbor, Michigan $3.88B AUM 23.38% 1-Year Est. Return

Sovran Advisors San Diego, California $1.45B AUM 13.97% 1-Year Est. Return

Axxcess Wealth Management Carlsbad, California $2.44B AUM 16.42% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Comprehensive Financial Consultants Institutional Bloomington, Indiana $371M AUM 19.45% 1-Year Est. Return

Sugar Maple Asset Management's ZALT Position: Q3 2026 in Review

Sugar Maple Asset Management reduced its Innovator US Equity 10 Buffer ETF Quarterly (ZALT) stake by 19% in Q3 2026, selling an estimated $288K and leaving 35,137 shares worth $1.21M. The position accounts for 0.69% of the portfolio, ranked #35.

Sugar Maple Asset Management first reported a position in ZALT in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.47M in Q2 2026. 40 funds tracked by Wall St. Rank hold ZALT as of Q3 2026.

Sugar Maple Asset Management held 35,137 shares of Innovator US Equity 10 Buffer ETF Quarterly worth $1.21M as of Q3 2026.
Sugar Maple Asset Management sold 8,408 Innovator US Equity 10 Buffer ETF Quarterly shares in Q3 2026, an estimated $288K.
Innovator US Equity 10 Buffer ETF Quarterly made up 0.69% of Sugar Maple Asset Management's portfolio in Q3 2026, its #35 holding.
Sugar Maple Asset Management first reported a position in Innovator US Equity 10 Buffer ETF Quarterly in Q4 2024 and has held it in 8 quarters since.
Sugar Maple Asset Management's Innovator US Equity 10 Buffer ETF Quarterly position peaked at $1.47M in Q2 2026.
40 funds tracked by Wall St. Rank held Innovator US Equity 10 Buffer ETF Quarterly as of Q3 2026.

Based on Sugar Maple Asset Management's 13F filing for Q3 2026, filed 13 Oct 2026.