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 Q2	$1.1M	Sell	30,736 -7,732	-20%	-$273K	0.04%	297
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

BCI

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

BCM

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

TWP

Triad Wealth Partners Lawrence, Kansas $1.7B AUM 21.07% 1-Year Est. Return

SMART Wealth Omaha, Nebraska $464M AUM 35.91% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

BIM

Bullseye Investment Management Cincinnati, Ohio $203M AUM

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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: Q2 2026 in Review

Visionary Wealth Advisors reduced its Innovator US Equity 5 to 15 Buffer ETF Quarterly (EALT) stake by 20% in Q2 2026, selling an estimated $273K and leaving 30,736 shares worth $1.1M. The position accounts for 0.04% of the portfolio, ranked #297.

Visionary Wealth Advisors first reported a position in EALT in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.29M in Q1 2026. 59 funds tracked by Wall St. Rank hold EALT as of Q2 2026.

Visionary Wealth Advisors held 30,736 shares of Innovator US Equity 5 to 15 Buffer ETF Quarterly worth $1.1M as of Q2 2026.
Visionary Wealth Advisors sold 7,732 Innovator US Equity 5 to 15 Buffer ETF Quarterly shares in Q2 2026, an estimated $273K.
Innovator US Equity 5 to 15 Buffer ETF Quarterly made up 0.04% of Visionary Wealth Advisors's portfolio in Q2 2026, its #297 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 6 quarters since.
Visionary Wealth Advisors's Innovator US Equity 5 to 15 Buffer ETF Quarterly position peaked at $1.29M in Q1 2026.
59 funds tracked by Wall St. Rank held Innovator US Equity 5 to 15 Buffer ETF Quarterly as of Q2 2026.

Based on Visionary Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.