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Bison Wealth’s Innovator Defined Wealth Shield ETF BALT Stock Holding History

Bison Wealth’s Portfolio BALT Stock Details BALT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		$1.3M Buy
41,232
+17,464
+73% +$549K 0.29% 75
2024
Q3 		$733K Buy
23,768
+6,046
+34% +$186K 0.12% 178
2024
Q2 		$519K Hold
17,722
– – 0.08% 236
2024
Q1 		$519K Buy
+17,722
New +$519K 0.08% 236