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

4J Wealth Management’s Portfolio BALT Stock Details BALT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$277K	Buy	7,936 +900	+13%	+$31.2K	0.13%	93
2026 Q2	$241K	Hold	7,036	–	–	0.12%	95
2026 Q1	$235K	Hold	7,036	–	–	0.13%	91
2025 Q4	$236K	Sell	7,036 -138,607	-95%	-$4.58M	0.14%	92
2025 Q3	$4.78M	Sell	145,643 -8,485	-6%	-$276K	2.81%	9
2025 Q2	$4.94M	Buy	154,128 +88,531	+135%	+$2.8M	3.34%	6
2025 Q1	$2.06M	Buy	+65,597	New	+$2.07M	1.62%	15

Other funds holding BALT

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Crown Wealth Group Charlotte, North Carolina $404M AUM 20.63% 1-Year Est. Return

PTM Wealth Management North Wales, United States $235M AUM 18.9% 1-Year Est. Return

Kure Advisory Plymouth, Minnesota $216M AUM 12.91% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Axxcess Wealth Management Carlsbad, California $2.44B AUM 16.42% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

NBZ Investment Advisors Knoxville, Tennessee $259M AUM 11.25% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

CRA Financial Services Northfield, New Jersey $904M AUM 20.1% 1-Year Est. Return

4J Wealth Management's BALT Position: Q3 2026 in Review

4J Wealth Management increased its Innovator Defined Wealth Shield ETF (BALT) stake by 13% in Q3 2026, buying an estimated $31.2K and bringing the position to 7,936 shares worth $277K. The position accounts for 0.13% of the portfolio, ranked #93.

4J Wealth Management first reported a position in BALT in Q1 2025 and has held it in 7 quarters since. The position peaked at $4.94M in Q2 2025. 160 funds tracked by Wall St. Rank hold BALT as of Q3 2026.

4J Wealth Management held 7,936 shares of Innovator Defined Wealth Shield ETF worth $277K as of Q3 2026.
4J Wealth Management bought 900 Innovator Defined Wealth Shield ETF shares in Q3 2026, an estimated $31.2K.
Innovator Defined Wealth Shield ETF made up 0.13% of 4J Wealth Management's portfolio in Q3 2026, its #93 holding.
4J Wealth Management first reported a position in Innovator Defined Wealth Shield ETF in Q1 2025 and has held it in 7 quarters since.
4J Wealth Management's Innovator Defined Wealth Shield ETF position peaked at $4.94M in Q2 2025.
160 funds tracked by Wall St. Rank held Innovator Defined Wealth Shield ETF as of Q3 2026.

Based on 4J Wealth Management's 13F filing for Q3 2026, filed 2 Nov 2026.