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Caliber Wealth Management (Kansas)’s Innovator Defined Wealth Shield ETF BALT Stock Holding History

Caliber Wealth Management (Kansas)’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 		$787K Buy
+22,958
New +$781K 0.08% 150

Other funds holding BALT

W
Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
CWG
Crown Wealth Group Charlotte, North Carolina $393M AUM 25.29% 1-Year Est. Return
MFG
MTM Financial Group Bethlehem, Pennsylvania $233M AUM 14.67% 1-Year Est. Return
KA
Kure Advisory Plymouth, Minnesota $211M AUM 18.79% 1-Year Est. Return
CCFM
Clear Creek Financial Management Silverdale, Washington $1.56B AUM 31.02% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
CFS
CRA Financial Services Northfield, New Jersey $868M AUM 25.66% 1-Year Est. Return

Caliber Wealth Management (Kansas)'s BALT Position: Q2 2026 in Review

Caliber Wealth Management (Kansas) opened a new position in Innovator Defined Wealth Shield ETF (BALT) in Q2 2026: 22,958 shares worth $787K. The stake represents 0.08% of the portfolio and ranks #150 among its holdings.

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

  • Caliber Wealth Management (Kansas) held 22,958 shares of Innovator Defined Wealth Shield ETF worth $787K as of Q2 2026.
  • Innovator Defined Wealth Shield ETF was a new Caliber Wealth Management (Kansas) position in Q2 2026.
  • Innovator Defined Wealth Shield ETF made up 0.08% of Caliber Wealth Management (Kansas)'s portfolio in Q2 2026, its #150 holding.
  • 135 funds tracked by Wall St. Rank held Innovator Defined Wealth Shield ETF as of Q2 2026.

Based on Caliber Wealth Management (Kansas)'s 13F filing for Q2 2026, filed 22 Jul 2026.