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Ameritas Investment Partners’s Innovator Defined Wealth Shield ETF BALT Stock Holding History

Ameritas Investment Partners’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 		$34.3K Buy
+1,000
New +$34K ﹤0.01% 2473

Other funds holding BALT

Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
W
Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RWP
Reliant Wealth Planning Louisville, Kentucky $364M AUM 11.96% 1-Year Est. Return

Ameritas Investment Partners's BALT Position: Q2 2026 in Review

Ameritas Investment Partners opened a new position in Innovator Defined Wealth Shield ETF (BALT) in Q2 2026: 1,000 shares worth $34.3K. The stake represents ﹤0.01% of the portfolio and ranks #2473 among its holdings.

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

  • Ameritas Investment Partners held 1,000 shares of Innovator Defined Wealth Shield ETF worth $34.3K as of Q2 2026.
  • Innovator Defined Wealth Shield ETF was a new Ameritas Investment Partners position in Q2 2026.
  • Innovator Defined Wealth Shield ETF made up ﹤0.01% of Ameritas Investment Partners's portfolio in Q2 2026, its #2473 holding.
  • 297 funds tracked by Wall St. Rank held Innovator Defined Wealth Shield ETF as of Q2 2026.

Based on Ameritas Investment Partners's 13F filing for Q2 2026, filed 13 Aug 2026.