RED CRANE WEALTH MANAGEMENT, LLC ZALT — INNOVATOR ETFS TRUST

Ownership history in RED CRANE WEALTH MANAGEMENT, LLC  ·  3 quarters on record

AI Ownership Summary

RED CRANE WEALTH MANAGEMENT, LLC reported INNOVATOR ETFS TRUST (ZALT) in 3 quarterly 13F filings from 2026 Q1 through 2026 Q3. Peak portfolio weight reached 0.24% in 2026 Q3. The latest visible filing shows ZALT at 0.24% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this ZALT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was RED CRANE WEALTH MANAGEMENT, LLC's position in INNOVATOR ETFS TRUST, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

ZALT was reported at 0.24% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.24% in 2026 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q1 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How RED CRANE WEALTH MANAGEMENT, LLC held ZALT — position size vs. price
% of Fund (quarterly)    ZALT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 3 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 ADDED — — — 9,972 +2,833 +39.7% 0.24% $344K 2026-10-14 $34.70
2026 Q2 UNCHANGED — — — 7,139 — 0% 0.18% $242K 2026-07-29 $33.74
2026 Q1 INITIATED — — — 7,139 — — 0.19% $232K 2026-04-29 $33.37

FAQ About RED CRANE WEALTH MANAGEMENT, LLC and ZALT

These are the practical questions this page is built to answer before you even open the full history table.

How long has RED CRANE WEALTH MANAGEMENT, LLC reported owning ZALT?

RED CRANE WEALTH MANAGEMENT, LLC reported ZALT across 3 quarterly 13F filings, from 2026 Q1 through 2026 Q3.

What was the largest reported ZALT position in RED CRANE WEALTH MANAGEMENT, LLC's portfolio?

The largest reported portfolio weight for ZALT was 0.24% in 2026 Q3.

What is the latest reported ZALT position on this page?

The most recent filing on this page is 2026 Q3, when RED CRANE WEALTH MANAGEMENT, LLC reported 9,972 shares, equal to 0.24% of portfolio, with an estimated market value of $344K.

What does the chart on this ZALT ownership page compare?

The chart compares RED CRANE WEALTH MANAGEMENT, LLC's quarterly ZALT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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