Wealth Enhancement Advisory Services
ZALT icon

Wealth Enhancement Advisory Services’s Innovator US Equity 10 Buffer ETF Quarterly ZALT Stock Holding History

Wealth Enhancement Advisory Services’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
2024
Q3 		– Sell
-9,814
Closed -$278K – 2921
2024
Q2 		$278K Buy
9,814
+1,735
+21% +$47.8K ﹤0.01% 2034
2024
Q1 		$221K Buy
+8,079
New +$218K ﹤0.01% 2125

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
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
WCAMG
Woodard & Company Asset Management Group Bermuda Run, North Carolina $625M AUM 20% 1-Year Est. Return
CWG
Crown Wealth Group Charlotte, North Carolina $340M AUM 20.49% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
CFS
CRA Financial Services Northfield, New Jersey $770M AUM 19.64% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
DBRC
D.B. Root & Company Pittsburgh, Pennsylvania $419M AUM 15.03% 1-Year Est. Return

Wealth Enhancement Advisory Services's ZALT Position: Q3 2024 in Review

Wealth Enhancement Advisory Services sold out of Innovator US Equity 10 Buffer ETF Quarterly (ZALT) in Q3 2024, closing a stake of 9,814 shares — an estimated $278K sold.

Wealth Enhancement Advisory Services first reported a position in ZALT in Q1 2024 and held it in 2 quarters. The position peaked at $278K in Q2 2024. 37 funds tracked by Wall St. Rank hold ZALT as of Q3 2024.

  • Wealth Enhancement Advisory Services reported no remaining Innovator US Equity 10 Buffer ETF Quarterly position as of Q3 2024 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 9,814 Innovator US Equity 10 Buffer ETF Quarterly shares in Q3 2024, an estimated $278K.
  • Wealth Enhancement Advisory Services first reported a position in Innovator US Equity 10 Buffer ETF Quarterly in Q1 2024 and held it in 2 quarters.
  • Wealth Enhancement Advisory Services's Innovator US Equity 10 Buffer ETF Quarterly position peaked at $278K in Q2 2024.
  • 37 funds tracked by Wall St. Rank held Innovator US Equity 10 Buffer ETF Quarterly as of Q3 2024.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2024, filed 24 Oct 2024.