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Bellars Harris Wealth Management’s Innovator Defined Wealth Shield ETF BALT Stock Holding History

Bellars Harris Wealth Management’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 		$14.6M Buy
+426,335
New +$14.5M 2.97% 2

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

Bellars Harris Wealth Management's BALT Position: Q2 2026 in Review

Bellars Harris Wealth Management opened a new position in Innovator Defined Wealth Shield ETF (BALT) in Q2 2026: 426,335 shares worth $14.6M. The stake represents 2.97% of the portfolio and ranks #2 among its holdings.

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

  • Bellars Harris Wealth Management held 426,335 shares of Innovator Defined Wealth Shield ETF worth $14.6M as of Q2 2026.
  • Innovator Defined Wealth Shield ETF was a new Bellars Harris Wealth Management position in Q2 2026.
  • Innovator Defined Wealth Shield ETF made up 2.97% of Bellars Harris Wealth Management's portfolio in Q2 2026, its #2 holding.
  • 296 funds tracked by Wall St. Rank held Innovator Defined Wealth Shield ETF as of Q2 2026.

Based on Bellars Harris Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.