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Beacon Financial Group’s Innovator Defined Wealth Shield ETF BALT Stock Holding History

Beacon Financial Group’s Portfolio BALT Stock Details BALT Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$3.52M Buy
109,725
+34,882
+47% +$1.12M 0.37% 72
2025
Q1 		$2.35M Buy
74,843
+56,957
+318% +$1.79M 0.26% 96
2024
Q4 		$562K Buy
+17,886
New +$562K 0.06% 211