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
2026 Q3	$1.97K	Buy	+54	New	+$1.96K	﹤0.01%	10114
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

Triad Wealth Partners Lawrence, Kansas $1.81B AUM 14.65% 1-Year Est. Return

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

SMART Wealth Omaha, Nebraska $492M AUM 27.45% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

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

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

Encompass More Asset Management Danville, California $712M AUM 16.28% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

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

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return

UBS Group's EALT Position: Q3 2026 in Review

UBS Group opened a new position in Innovator US Equity 5 to 15 Buffer ETF Quarterly (EALT) in Q3 2026: 54 shares worth $1.97K. The stake represents ﹤0.01% of the portfolio and ranks #10114 among its holdings. This is a return to the name: UBS Group previously reported a position in EALT as recently as Q1 2025.

UBS Group first reported a position in EALT in Q4 2023 and has held it in 6 quarters since. The position peaked at $138K in Q1 2025. 36 funds tracked by Wall St. Rank hold EALT as of Q3 2026.

UBS Group held 54 shares of Innovator US Equity 5 to 15 Buffer ETF Quarterly worth $1.97K as of Q3 2026.
Innovator US Equity 5 to 15 Buffer ETF Quarterly was a new UBS Group position in Q3 2026.
Innovator US Equity 5 to 15 Buffer ETF Quarterly made up ﹤0.01% of UBS Group's portfolio in Q3 2026, its #10114 holding.
UBS Group first reported a position in Innovator US Equity 5 to 15 Buffer ETF Quarterly in Q4 2023 and has held it in 6 quarters since.
UBS Group's Innovator US Equity 5 to 15 Buffer ETF Quarterly position peaked at $138K in Q1 2025.
36 funds tracked by Wall St. Rank held Innovator US Equity 5 to 15 Buffer ETF Quarterly as of Q3 2026.

Based on UBS Group's 13F filing for Q3 2026, filed 10 Nov 2026.