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Bellars Harris Wealth Management, LLC’s Innovator Defined Wealth Shield ETF BALT Stock Holding History

Bellars Harris Wealth Management, LLC’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
Q2 		$14.6M Buy
+426,335
New +$14.5M 2.97% 2

Other funds holding BALT

W
Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
CWG
Crown Wealth Group Charlotte, North Carolina $393M AUM 25.29% 1-Year Est. Return
PWM
PTM Wealth Management North Wales, United States $222M AUM 25.71% 1-Year Est. Return
MFG
MTM Financial Group Bethlehem, Pennsylvania $233M AUM 14.67% 1-Year Est. Return
KA
Kure Advisory Plymouth, Minnesota $211M AUM 18.79% 1-Year Est. Return
CCFM
Clear Creek Financial Management Silverdale, Washington $1.56B AUM 31.02% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

Bellars Harris Wealth Management, LLC's BALT Position: Q2 2026 in Review

Bellars Harris Wealth Management, LLC opened a new position in Innovator Defined Wealth Shield ETF (BALT) in Q2 2026: 426,335 shares worth $14.6M. The stake represents 2.97% of the portfolio and ranks #2 among its holdings.

184 funds tracked by Wall St. Rank hold BALT as of Q2 2026.

  • Bellars Harris Wealth Management, LLC held 426,335 shares of Innovator Defined Wealth Shield ETF worth $14.6M as of Q2 2026.
  • Innovator Defined Wealth Shield ETF was a new Bellars Harris Wealth Management, LLC position in Q2 2026.
  • Innovator Defined Wealth Shield ETF made up 2.97% of Bellars Harris Wealth Management, LLC's portfolio in Q2 2026, its #2 holding.
  • 184 funds tracked by Wall St. Rank held Innovator Defined Wealth Shield ETF as of Q2 2026.

Based on Bellars Harris Wealth Management, LLC's 13F filing for Q2 2026, filed 6 Aug 2026.