ZALT — Innovator US Equity 10 Buffer ETF - Qtrly

Ownership history in Share Andrew L.  ·  4 quarters on record

This page tracks every 13F SEC filing in which Share Andrew L. reported a position in Innovator US Equity 10 Buffer ETF - Qtrly (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
0.22% (2025 Q3)
Avg. % of fund
0.2%
First filed
2025 Q1
Last filed
2025 Q4
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 UNCHANGED 9,930 — 0% 0.16% $323K $32.57
2025 Q3 UNCHANGED 9,930 — 0% 0.22% $317K $31.88
2025 Q2 UNCHANGED 9,930 — 0% 0.21% $306K $30.80
2025 Q1 INITIATED 9,930 — — 0.22% $296K $29.77
% 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% Schulz Wealth, LTD. 1.39% HOLLENCREST CAPITAL MANAGEMENT 3Y 7Y 1.37%
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