WealthShield Partners’s Innovator US Equity 10 Buffer ETF Quarterly ZALT Stock Holding History

WealthShield Partners’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 Q2	$115K	Hold	3,400	–	–	0.02%	254
2026 Q1	$110K	Hold	3,400	–	–	0.01%	393
2025 Q4	$111K	Hold	3,400	–	–	0.01%	380
2025 Q3	$108K	Hold	3,400	–	–	0.01%	386
2025 Q2	$105K	Hold	3,400	–	–	0.01%	377
2025 Q1	$101K	Hold	3,400	–	–	0.01%	369
2024 Q4	$101K	Buy	+3,400	New	+$101K	0.01%	339

Other funds holding ZALT

Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return

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

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

GSAM

Grant Street Asset Management Canonsburg, Pennsylvania $610M AUM 13.46% 1-Year Est. Return

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

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Centaurus Financial Anaheim, California $2.59B AUM 31.63% 1-Year Est. Return

BCM

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

CFS

CRA Financial Services Northfield, New Jersey $868M AUM 25.66% 1-Year Est. Return

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

WealthShield Partners's ZALT Position: Q2 2026 in Review

WealthShield Partners held its Innovator US Equity 10 Buffer ETF Quarterly (ZALT) position steady in Q2 2026 at 3,400 shares worth $115K. The position accounts for 0.02% of the portfolio, ranked #254.

WealthShield Partners first reported a position in ZALT in Q4 2024 and has held it in 7 quarters since. 105 funds tracked by Wall St. Rank hold ZALT as of Q2 2026.

WealthShield Partners held 3,400 shares of Innovator US Equity 10 Buffer ETF Quarterly worth $115K as of Q2 2026.
WealthShield Partners left its Innovator US Equity 10 Buffer ETF Quarterly share count unchanged in Q2 2026.
Innovator US Equity 10 Buffer ETF Quarterly made up 0.02% of WealthShield Partners's portfolio in Q2 2026, its #254 holding.
WealthShield Partners first reported a position in Innovator US Equity 10 Buffer ETF Quarterly in Q4 2024 and has held it in 7 quarters since.
105 funds tracked by Wall St. Rank held Innovator US Equity 10 Buffer ETF Quarterly as of Q2 2026.

Based on WealthShield Partners's 13F filing for Q2 2026, filed 12 Aug 2026.