Arkadios Wealth Advisors’s Innovator Defined Wealth Shield ETF BALT Stock Holding History

Arkadios Wealth Advisors’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
2025 Q2	$950K	Sell
2025 Q1	$1.37M	Hold
2024 Q4	$1.37M	Sell
2024 Q3	$1.55M	Buy
2024 Q2	$1.1M	Buy
2024 Q1	$1.06M	Buy
2023 Q1	–	Sell
2022 Q4	$201K	Buy