Visionary Wealth Advisors’s Innovator US Equity 5 to 15 Buffer ETF Quarterly EALT Stock Holding History

Visionary Wealth Advisors’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 Q1	$1.29M	Buy	38,468 +19,901	+107%	+$702K	0.06%	238
2025 Q4	$655K	Buy	18,567 +3,713	+25%	+$130K	0.03%	336
2025 Q3	$513K	Hold	14,854	–	–	0.02%	380
2025 Q2	$484K	Sell	14,854 -19,193	-56%	-$599K	0.02%	368
2025 Q1	$1.05M	Buy	+34,047	New	+$1.1M	0.06%	251

Other funds holding EALT

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

SMART Wealth Omaha, Nebraska $341M AUM 24.37% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

TWP

Triad Wealth Partners Lawrence, Kansas $1.26B AUM 17.86% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Visionary Wealth Advisors's EALT Position: Q1 2026 in Review

Visionary Wealth Advisors increased its Innovator US Equity 5 to 15 Buffer ETF Quarterly (EALT) stake by 107% in Q1 2026, buying an estimated $702K and bringing the position to 38,468 shares worth $1.29M. The position accounts for 0.06% of the portfolio, ranked #238.

Visionary Wealth Advisors first reported a position in EALT in Q1 2025 and has held it in 5 quarters since. 61 funds tracked by Wall St. Rank hold EALT as of Q1 2026.

Visionary Wealth Advisors held 38,468 shares of Innovator US Equity 5 to 15 Buffer ETF Quarterly worth $1.29M as of Q1 2026.
Visionary Wealth Advisors bought 19,901 Innovator US Equity 5 to 15 Buffer ETF Quarterly shares in Q1 2026, an estimated $702K.
Innovator US Equity 5 to 15 Buffer ETF Quarterly made up 0.06% of Visionary Wealth Advisors's portfolio in Q1 2026, its #238 holding.
Visionary Wealth Advisors first reported a position in Innovator US Equity 5 to 15 Buffer ETF Quarterly in Q1 2025 and has held it in 5 quarters since.
61 funds tracked by Wall St. Rank held Innovator US Equity 5 to 15 Buffer ETF Quarterly as of Q1 2026.

Based on Visionary Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.