AE Wealth Management’s Innovator Defined Wealth Shield ETF BALT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.9M | Buy |
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|
2025
Q1 | $5.63M | Buy |
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|
2024
Q4 | $478K | Buy |
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|
2024
Q1 | – | Sell |
|
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|
2023
Q4 | $4.77M | Buy |
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|
2023
Q3 | $2.21M | Sell |
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|
2023
Q2 | $2.54M | Sell |
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|
2023
Q1 | $3.81M | Sell |
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|
2022
Q4 | $4.14M | Sell |
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|
2022
Q3 | $4.82M | Buy |
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|
2022
Q2 | $418K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $490K | Buy |
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