VWA
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Vistica Wealth Advisors’s Innovator US Equity 10 Buffer ETF Quarterly ZALT Stock Holding History

Vistica Wealth Advisors’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
2026
Q1 		$256K Hold
7,900
– – 0.26% 42
2025
Q4 		$257K Buy
+7,900
New +$255K 0.26% 39

Other funds holding ZALT

W
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OMC
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Osaic Holdings
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HCM
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GSAM
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CAPTRUST Financial Advisors
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Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
CVA
Central Valley Advisors Sacramento, California $366M AUM 16.87% 1-Year Est. Return