Keystone Financial Group, Inc. ZALT — INNOVATOR ETFS TRUST

Ownership history in Keystone Financial Group, Inc.  ·  6 quarters on record

AI Ownership Summary

Keystone Financial Group, Inc. reported INNOVATOR ETFS TRUST (ZALT) in 6 quarterly 13F filings from 2025 Q1 through 2026 Q2. Peak portfolio weight reached 0.34% in 2025 Q1. The latest visible filing shows ZALT at 0.04% 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 Keystone Financial Group, Inc.'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 Q2

ZALT was reported at 0.04% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.34% in 2025 Q1

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

Time in book
Holding Window
2025 Q1 to 2026 Q2

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.

ZALT stock page Keystone Financial Group, Inc. fund profile Keystone Financial Group, Inc. full holdings
How Keystone Financial Group, Inc. 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 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 2,001 -1,289 -39.2% 0.04% $68K 2026-07-21 $33.97
2026 Q1 REDUCED 74.2% +4.3% ❌ 3,290 -9,481 -74.2% 0.05% $102K 2026-04-21 $33.29
2025 Q4 REDUCED 15.9% -0.3% ✅ 12,771 -2,409 -15.9% 0.22% $411K 2026-01-16 $32.78
2025 Q3 REDUCED — — — 15,180 -214 -1.4% 0.27% $480K 2025-10-20 $32.02
2025 Q2 REDUCED 6.0% +3.4% ❌ 15,394 -982 -6.0% 0.30% $475K 2025-07-21 $31.11
2025 Q1 INITIATED — — — 16,376 — — 0.34% $488K 2025-05-07 $29.88

🏢 Other funds also holding ZALT

As of 2026 Q2 — sorted by position size

Wealthquest Corp 3Y 7Y 8.34% Comprehensive Financial Consultants Institutional, Inc. 3Y 1.22% Triumph Capital Management 3Y 0.85% SECURED RETIREMENT ADVISORS, LLC 0.64% October Effect Ltd 0.53% KFG WEALTH MANAGEMENT, LLC 3Y 0.3% CRUX WEALTH ADVISORS 0.21% Brookstone Capital Management 3Y 7Y 0.16% C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 3Y 0.16% CENTRAL VALLEY ADVISORS, LLC 0.09%

FAQ About Keystone Financial Group, Inc. and ZALT

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

How long has Keystone Financial Group, Inc. reported owning ZALT?

Keystone Financial Group, Inc. reported ZALT across 6 quarterly 13F filings, from 2025 Q1 through 2026 Q2.

What was the largest reported ZALT position in Keystone Financial Group, Inc.'s portfolio?

The largest reported portfolio weight for ZALT was 0.34% in 2025 Q1.

What is the latest reported ZALT position on this page?

The most recent filing on this page is 2026 Q2, when Keystone Financial Group, Inc. reported 2,001 shares, equal to 0.04% of portfolio, with an estimated market value of $68K.

What does the chart on this ZALT ownership page compare?

The chart compares Keystone Financial Group, Inc.'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.

How well did Keystone Financial Group, Inc. time their ZALT position?

Based on 13F filing dates vs. subsequent ZALT price moves, Keystone Financial Group, Inc. correctly timed 1 out of 5 reported position changes (20%). The annualised alpha on ZALT relative to SPY over the holding period was -13.4%.

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