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Summit Wealth Partners’s Innovator US Equity 10 Buffer ETF Quarterly ZALT Stock Holding History

Summit Wealth Partners’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
Q2 		$836K Buy
24,697
+8,774
+55% +$294K 0.12% 126
2026
Q1 		$517K Buy
+15,923
New +$521K 0.08% 160

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
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
CF
Centaurus Financial Anaheim, California $2.59B AUM 31.63% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 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

Summit Wealth Partners's ZALT Position: Q2 2026 in Review

Summit Wealth Partners increased its Innovator US Equity 10 Buffer ETF Quarterly (ZALT) stake by 55% in Q2 2026, buying an estimated $294K and bringing the position to 24,697 shares worth $836K. The position accounts for 0.12% of the portfolio, ranked #126.

Summit Wealth Partners first reported a position in ZALT in Q1 2026 and has held it in 2 quarters since. 104 funds tracked by Wall St. Rank hold ZALT as of Q2 2026.

  • Summit Wealth Partners held 24,697 shares of Innovator US Equity 10 Buffer ETF Quarterly worth $836K as of Q2 2026.
  • Summit Wealth Partners bought 8,774 Innovator US Equity 10 Buffer ETF Quarterly shares in Q2 2026, an estimated $294K.
  • Innovator US Equity 10 Buffer ETF Quarterly made up 0.12% of Summit Wealth Partners's portfolio in Q2 2026, its #126 holding.
  • Summit Wealth Partners first reported a position in Innovator US Equity 10 Buffer ETF Quarterly in Q1 2026 and has held it in 2 quarters since.
  • 104 funds tracked by Wall St. Rank held Innovator US Equity 10 Buffer ETF Quarterly as of Q2 2026.

Based on Summit Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.