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

Bouchey Financial Group’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
2022
Q1 		– Sell
-278,834
Closed -$7.23M – 102
2021
Q4 		$7.23M Buy
+278,834
New +$7.21M 0.97% 23

Other funds holding BALT

PWA
Pillar Wealth Advisors West Chester, Pennsylvania $3.35M AUM 22.3% 1-Year Est. Return
MFG
MTM Financial Group Bethlehem, Pennsylvania $233M AUM 14.67% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CAG
Compass Advisory Group Melville, New York $421M AUM 17.7% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Bouchey Financial Group's BALT Position: Q1 2022 in Review

Bouchey Financial Group sold out of Innovator Defined Wealth Shield ETF (BALT) in Q1 2022, closing a stake of 278,834 shares — an estimated $7.23M sold.

Bouchey Financial Group first reported a position in BALT in Q4 2021 and held it in 1 quarter. The position peaked at $7.23M in Q4 2021. 32 funds tracked by Wall St. Rank hold BALT as of Q1 2022.

  • Bouchey Financial Group reported no remaining Innovator Defined Wealth Shield ETF position as of Q1 2022 after selling out during the quarter.
  • Bouchey Financial Group sold 278,834 Innovator Defined Wealth Shield ETF shares in Q1 2022, an estimated $7.23M.
  • Bouchey Financial Group first reported a position in Innovator Defined Wealth Shield ETF in Q4 2021 and held it in 1 quarter.
  • Bouchey Financial Group's Innovator Defined Wealth Shield ETF position peaked at $7.23M in Q4 2021.
  • 32 funds tracked by Wall St. Rank held Innovator Defined Wealth Shield ETF as of Q1 2022.

Based on Bouchey Financial Group's 13F filing for Q1 2022, filed 6 May 2022.