UBS Group
EALT icon

UBS Group’s Innovator US Equity 5 to 15 Buffer ETF Quarterly EALT Stock Holding History

UBS Group’s Portfolio EALT Stock Details EALT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-4,496
Closed -$138K – 10370
2025
Q1 		$138K Buy
+4,496
New +$145K ﹤0.01% 6799
2024
Q4 		– Sell
-28
Closed -$887 – 10028
2024
Q3 		$887 Sell
28
-1,751
-98% -$53.4K ﹤0.01% 8785
2024
Q2 		$53.5K Buy
1,779
+1,776
+59,200% +$51.5K ﹤0.01% 6642
2024
Q1 		$87 Sell
3
-56
-95% -$1.58K ﹤0.01% 8860
2023
Q4 		$1.61K Buy
+59
New +$1.55K ﹤0.01% 8260

Other funds holding EALT

BIM
Bullseye Investment Management Cincinnati, Ohio $164M AUM 8.01% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return
SW
SMART Wealth Omaha, Nebraska $341M AUM 24.37% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

UBS Group's EALT Position: Q2 2025 in Review

UBS Group sold out of Innovator US Equity 5 to 15 Buffer ETF Quarterly (EALT) in Q2 2025, closing a stake of 4,496 shares — an estimated $138K sold.

UBS Group first reported a position in EALT in Q4 2023 and held it in 5 quarters. The position peaked at $138K in Q1 2025. 49 funds tracked by Wall St. Rank hold EALT as of Q2 2025.

  • UBS Group reported no remaining Innovator US Equity 5 to 15 Buffer ETF Quarterly position as of Q2 2025 after selling out during the quarter.
  • UBS Group sold 4,496 Innovator US Equity 5 to 15 Buffer ETF Quarterly shares in Q2 2025, an estimated $138K.
  • UBS Group first reported a position in Innovator US Equity 5 to 15 Buffer ETF Quarterly in Q4 2023 and held it in 5 quarters.
  • UBS Group's Innovator US Equity 5 to 15 Buffer ETF Quarterly position peaked at $138K in Q1 2025.
  • 49 funds tracked by Wall St. Rank held Innovator US Equity 5 to 15 Buffer ETF Quarterly as of Q2 2025.

Based on UBS Group's 13F filing for Q2 2025, filed 14 Aug 2025.