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Archer Investment Corporation’s Innovator Defined Wealth Shield ETF BALT Stock Holding History

Archer Investment Corporation’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 		$11.3M Buy
328,877
+20,337
+7% +$692K 2.22% 7
2026
Q1 		$10.3M Buy
308,540
+79,804
+35% +$2.68M 2.2% 7
2025
Q4 		$7.66M Buy
228,736
+86,547
+61% +$2.86M 1.73% 9
2025
Q3 		$4.67M Buy
+142,189
New +$4.62M 1.05% 18

Other funds holding BALT

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
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
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
LJCM
Lee Johnson Capital Management Fort Worth, Texas $320M AUM 60.02% 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

Archer Investment Corporation's BALT Position: Q2 2026 in Review

Archer Investment Corporation increased its Innovator Defined Wealth Shield ETF (BALT) stake by 6.6% in Q2 2026, buying an estimated $692K and bringing the position to 328,877 shares worth $11.3M. The position accounts for 2.22% of the portfolio, ranked #7.

Archer Investment Corporation first reported a position in BALT in Q3 2025 and has held it in 4 quarters since. 197 funds tracked by Wall St. Rank hold BALT as of Q2 2026.

  • Archer Investment Corporation held 328,877 shares of Innovator Defined Wealth Shield ETF worth $11.3M as of Q2 2026.
  • Archer Investment Corporation bought 20,337 Innovator Defined Wealth Shield ETF shares in Q2 2026, an estimated $692K.
  • Innovator Defined Wealth Shield ETF made up 2.22% of Archer Investment Corporation's portfolio in Q2 2026, its #7 holding.
  • Archer Investment Corporation first reported a position in Innovator Defined Wealth Shield ETF in Q3 2025 and has held it in 4 quarters since.
  • 197 funds tracked by Wall St. Rank held Innovator Defined Wealth Shield ETF as of Q2 2026.

Based on Archer Investment Corporation's 13F filing for Q2 2026, filed 3 Aug 2026.