4J Wealth Management’s Innovator Defined Wealth Shield ETF BALT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.94M Buy
154,128
+88,531
+135% +$2.84M 3.34% 6
2025
Q1
$2.06M Buy
+65,597
New +$2.06M 1.62% 15