ZALT — INNOVATOR ETFS TRUST

Ownership history in Schulz Wealth, LTD.  ·  2 quarters on record

This page tracks every 13F SEC filing in which Schulz Wealth, LTD. reported a position in INNOVATOR ETFS TRUST (ZALT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.39% (2025 Q4)
Avg. % of fund
1.15%
First filed
2025 Q3
Last filed
2025 Q4
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 66,782 +23,719 +55.1% 1.39% $2.2M $32.57
2025 Q3 INITIATED 43,063 — — 0.91% $1.4M $31.88
% of Fund (quarterly)    ZALT price (monthly, adj. close)

Other funds also holding ZALT

As of 2025 Q4 — sorted by position size

Pitti Group Wealth Management, LLC 3Y 9.76% Wealthquest Corp 3Y 7Y 7.63% Grant Street Asset Management, Inc. 3Y 5.44% PTM WEALTH MANAGEMENT, LLC 5.09% CENTRAL VALLEY ADVISORS, LLC 4.2% Macco Financial Group, Inc. 3.11% D.B. Root & Company, LLC 3Y 7Y 2.54% CRA Financial Services, LLC 3Y 7Y 1.69% HOLLENCREST CAPITAL MANAGEMENT 3Y 7Y 1.37% Comprehensive Financial Consultants Institutional, Inc. 3Y 1.26%
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