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icono de BALT

Innovator Defined Wealth Shield ETF
BALT

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Wealth Enhancement Trust Services
276
Wealth Enhancement Trust Services
South Dakota
USD 132 k +USD 39.8 k +1,170 +44%
Morgan Stanley
277
Morgan Stanley
New York
USD 129 k -USD 55.7 k -1,636 -30%
NBC Securities
278
NBC Securities
Alabama
USD 128 k – – –
Oakmont Advisory Group
279
Oakmont Advisory Group
New Mexico
USD 125 k +USD 124 k +3,654 Nuevas
TrustBank
280
TrustBank
Illinois
USD 118 k +USD 117 k +3,435 Nuevas
Creative Financial Designs
281
Creative Financial Designs
Indiana
USD 103 k +USD 30.6 k +900 +43%
Westside Investment Management
282
Westside Investment Management
California
USD 96 k – – –
GHP Investment Advisors
283
GHP Investment Advisors
Colorado
USD 86 k – – –
NWMP
284
Noble Wealth Management PBC
Colorado
USD 77.1 k +USD 11.9 k +350 +18%
Caitlin John
285
Caitlin John
Michigan
USD 63.4 k -USD 6.67 k -196 -10%
UBS Group
286
UBS Group
Switzerland
USD 51.4 k +USD 51 k +1,500 Nuevas
WealthShield Partners
287
WealthShield Partners
North Carolina
USD 40.8 k -USD 30.6 k -900 -43%
GGM Financials
288
GGM Financials
Ohio
USD 34.8 k – – –
Ameritas Investment Partners
289
Ameritas Investment Partners
Nebraska
USD 34.3 k +USD 34 k +1,000 Nuevas
Benson Wealth Management
290
Benson Wealth Management
Tennessee
USD 31.6 k – – –
AssetMark Inc
291
AssetMark Inc
California
USD 18.2 k -USD 3.37 k -99 -16%
Mather Group
292
Mather Group
Illinois
USD 13.4 k +USD 13.3 k +390 Nuevas
Royal Bank of Canada
293
Royal Bank of Canada
Ontario, Canada
USD 7 k +USD 6.6 k +194 Nuevas
Larson Financial Group
294
Larson Financial Group
Missouri
USD 4.66 k – – –
Breakwater Investment Management
295
Breakwater Investment Management
Washington
USD 4.52 k +USD 4.49 k +132 Nuevas
CIA
296
Cape Investment Advisory
Georgia
USD 3.43 k +USD 3.4 k +100 Nuevas
Wilmington Savings Fund Society
297
Wilmington Savings Fund Society
Delaware
USD 1.99 k – – –
DHJJ Financial Advisors
298
DHJJ Financial Advisors
Illinois
USD 1.37 k – – –
Reyes Financial Architecture
299
Reyes Financial Architecture
California
– -USD 6.05 M -180,835 Cerradas
Susquehanna International Group
300
Susquehanna International Group
Pennsylvania
– -USD 3.2 M -95,530 Cerradas
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