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 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

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

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

HCM

Hollencrest Capital Management Newport Beach, California $2.7B AUM 23.62% 1-Year Est. Return

GSAM

Grant Street Asset Management Canonsburg, Pennsylvania $519M AUM 11.48% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

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

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

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

CVA

Central Valley Advisors Sacramento, California $390M AUM 20.62% 1-Year Est. Return

WealthShield Partners's ZALT Position: Q1 2026 in Review

WealthShield Partners held its Innovator US Equity 10 Buffer ETF Quarterly (ZALT) position steady in Q1 2026 at 3,400 shares worth $110K. The position accounts for 0.01% of the portfolio, ranked #393.

WealthShield Partners first reported a position in ZALT in Q4 2024 and has held it in 6 quarters since. The position peaked at $111K in Q4 2025. 103 funds tracked by Wall St. Rank hold ZALT as of Q1 2026.

WealthShield Partners held 3,400 shares of Innovator US Equity 10 Buffer ETF Quarterly worth $110K as of Q1 2026.
WealthShield Partners left its Innovator US Equity 10 Buffer ETF Quarterly share count unchanged in Q1 2026.
Innovator US Equity 10 Buffer ETF Quarterly made up 0.01% of WealthShield Partners's portfolio in Q1 2026, its #393 holding.
WealthShield Partners first reported a position in Innovator US Equity 10 Buffer ETF Quarterly in Q4 2024 and has held it in 6 quarters since.
WealthShield Partners's Innovator US Equity 10 Buffer ETF Quarterly position peaked at $111K in Q4 2025.
103 funds tracked by Wall St. Rank held Innovator US Equity 10 Buffer ETF Quarterly as of Q1 2026.

Based on WealthShield Partners's 13F filing for Q1 2026, filed 1 May 2026.