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

UBS Group’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
2025
Q3 		– Sell
-880
Closed -$27.1K – 11033
2025
Q2 		$27.1K Buy
+880
New +$26.4K ﹤0.01% 8237
2024
Q3 		– Sell
-38
Closed -$1.08K – 10146
2024
Q2 		$1.08K Buy
+38
New +$1.05K ﹤0.01% 8663

Other funds holding ZALT

W
Wealthquest Cincinnati, Ohio $1.41B AUM 14.87% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HCM
Hollencrest Capital Management Newport Beach, California $2.7B AUM 23.62% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
GSAM
Grant Street Asset Management Canonsburg, Pennsylvania $519M AUM 11.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
PGWM
Pitti Group Wealth Management Victor, New York $123M AUM 19.43% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
CVA
Central Valley Advisors Sacramento, California $366M AUM 16.87% 1-Year Est. Return
CFS
CRA Financial Services Northfield, New Jersey $770M AUM 19.64% 1-Year Est. Return

UBS Group's ZALT Position: Q3 2025 in Review

UBS Group sold out of Innovator US Equity 10 Buffer ETF Quarterly (ZALT) in Q3 2025, closing a stake of 880 shares — an estimated $27.1K sold.

UBS Group first reported a position in ZALT in Q2 2024 and held it in 2 quarters. The position peaked at $27.1K in Q2 2025. 82 funds tracked by Wall St. Rank hold ZALT as of Q3 2025.

  • UBS Group reported no remaining Innovator US Equity 10 Buffer ETF Quarterly position as of Q3 2025 after selling out during the quarter.
  • UBS Group sold 880 Innovator US Equity 10 Buffer ETF Quarterly shares in Q3 2025, an estimated $27.1K.
  • UBS Group first reported a position in Innovator US Equity 10 Buffer ETF Quarterly in Q2 2024 and held it in 2 quarters.
  • UBS Group's Innovator US Equity 10 Buffer ETF Quarterly position peaked at $27.1K in Q2 2025.
  • 82 funds tracked by Wall St. Rank held Innovator US Equity 10 Buffer ETF Quarterly as of Q3 2025.

Based on UBS Group's 13F filing for Q3 2025, filed 13 Nov 2025.