Beacon Pointe Advisors’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 | $1.76M | Buy |
|
|||||
|
2025
Q1 | $1.65M | Buy |
|
|||||
|
2024
Q4 | $1.64M | Buy |
|
|||||
|
2024
Q3 | $1.46M | Buy |
|
|||||
|
2024
Q2 | $1.37M | Sell |
|
|||||
|
2024
Q1 | $1.35M | Buy |
|
|||||
|
2023
Q4 | $913K | Sell |
|
|||||
|
2023
Q3 | $1.03M | Buy |
|
|||||
|
2023
Q2 | – | Sell |
|
|||||
|
2023
Q1 | $266K | Buy |
|
|||||
|
2022
Q3 | – | Sell |
|
|||||
|
2022
Q2 | $337K | Buy |
|
|||||
|
2022
Q1 | $336K | Buy |
|