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Wheelhouse Advisory Group’s Innovator US Equity 5 to 15 Buffer ETF Quarterly EALT Stock Holding History

Wheelhouse Advisory Group’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
Q1 		– Sell
-6,020
Closed -$300K – 53
2025
Q4 		$300K Buy
+6,020
New +$211K 0.11% 39

Other funds holding EALT

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
SW
SMART Wealth Omaha, Nebraska $341M AUM 24.37% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
TWP
Triad Wealth Partners Lawrence, Kansas $1.26B AUM 17.86% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Wheelhouse Advisory Group's EALT Position: Q1 2026 in Review

Wheelhouse Advisory Group sold out of Innovator US Equity 5 to 15 Buffer ETF Quarterly (EALT) in Q1 2026, closing a stake of 6,020 shares — an estimated $300K sold.

Wheelhouse Advisory Group first reported a position in EALT in Q4 2025 and held it in 1 quarter. The position peaked at $300K in Q4 2025. 61 funds tracked by Wall St. Rank hold EALT as of Q1 2026.

  • Wheelhouse Advisory Group reported no remaining Innovator US Equity 5 to 15 Buffer ETF Quarterly position as of Q1 2026 after selling out during the quarter.
  • Wheelhouse Advisory Group sold 6,020 Innovator US Equity 5 to 15 Buffer ETF Quarterly shares in Q1 2026, an estimated $300K.
  • Wheelhouse Advisory Group first reported a position in Innovator US Equity 5 to 15 Buffer ETF Quarterly in Q4 2025 and held it in 1 quarter.
  • Wheelhouse Advisory Group's Innovator US Equity 5 to 15 Buffer ETF Quarterly position peaked at $300K in Q4 2025.
  • 61 funds tracked by Wall St. Rank held Innovator US Equity 5 to 15 Buffer ETF Quarterly as of Q1 2026.

Based on Wheelhouse Advisory Group's 13F filing for Q1 2026, filed 23 Apr 2026.