Transce3nd’s Innovator US Equity 10 Buffer ETF Quarterly ZALT Stock Holding History

Transce3nd’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	$2.76M	Buy	+79,425	New	+$2.72M	2.75%	6

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

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

Axxcess Wealth Management Carlsbad, California $2.44B AUM 16.42% 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

Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return

Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return

KFG Wealth Management Granger, Indiana $922M AUM 10.87% 1-Year Est. Return

Transce3nd's ZALT Position: Q3 2026 in Review

Transce3nd opened a new position in Innovator US Equity 10 Buffer ETF Quarterly (ZALT) in Q3 2026: 79,425 shares worth $2.76M. The stake represents 2.75% of the portfolio and ranks #6 among its holdings.

31 funds tracked by Wall St. Rank hold ZALT as of Q3 2026.

Transce3nd held 79,425 shares of Innovator US Equity 10 Buffer ETF Quarterly worth $2.76M as of Q3 2026.
Innovator US Equity 10 Buffer ETF Quarterly was a new Transce3nd position in Q3 2026.
Innovator US Equity 10 Buffer ETF Quarterly made up 2.75% of Transce3nd's portfolio in Q3 2026, its #6 holding.
31 funds tracked by Wall St. Rank held Innovator US Equity 10 Buffer ETF Quarterly as of Q3 2026.

Based on Transce3nd's 13F filing for Q3 2026, filed 26 Oct 2026.