Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s Innovator Defined Wealth Shield ETF BALT Stock Holding History

Cambridge Investment Research Advisors’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 		$8.26M Buy
240,974
+54,471
+29% +$1.85M 0.02% 769
2026
Q1 		$6.24M Sell
186,503
-12,149
-6% -$409K 0.02% 841
2025
Q4 		$6.66M Buy
198,652
+20,188
+11% +$667K 0.02% 773
2025
Q3 		$5.86M Buy
178,464
+46,670
+35% +$1.52M 0.02% 823
2025
Q2 		$4.23M Buy
131,794
+41,085
+45% +$1.3M 0.01% 944
2025
Q1 		$2.85M Buy
90,709
+5,935
+7% +$187K 0.01% 1130
2024
Q4 		$2.66M Buy
84,774
+18,089
+27% +$564K 0.01% 1162
2024
Q3 		$2.06M Sell
66,685
-111,296
-63% -$3.38M 0.01% 1327
2024
Q2 		$5.34M Buy
177,981
+22,154
+14% +$652K 0.02% 718
2024
Q1 		$4.56M Buy
155,827
+16,997
+12% +$491K 0.02% 801
2023
Q4 		$3.97M Buy
138,830
+64,099
+86% +$1.81M 0.02% 822
2023
Q3 		$2.08M Sell
74,731
-131,152
-64% -$3.67M 0.01% 1114
2023
Q2 		$5.74M Buy
205,883
+152,000
+282% +$4.18M 0.03% 599
2023
Q1 		$1.47M Buy
53,883
+3,778
+8% +$102K 0.01% 1329
2022
Q4 		$1.33M Buy
50,105
+13,570
+37% +$356K 0.01% 1321
2022
Q3 		$942K Buy
36,535
+17,838
+95% +$465K 0.01% 1516
2022
Q2 		$483K Buy
18,697
+5,135
+38% +$132K ﹤0.01% 1994
2022
Q1 		$351K Buy
+13,562
New +$350K ﹤0.01% 2412

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

Cambridge Investment Research Advisors's BALT Position: Q2 2026 in Review

Cambridge Investment Research Advisors increased its Innovator Defined Wealth Shield ETF (BALT) stake by 29% in Q2 2026, buying an estimated $1.85M and bringing the position to 240,974 shares worth $8.26M. The position accounts for 0.02% of the portfolio, ranked #769.

Cambridge Investment Research Advisors first reported a position in BALT in Q1 2022 and has held it in 18 quarters since. 297 funds tracked by Wall St. Rank hold BALT as of Q2 2026.

  • Cambridge Investment Research Advisors held 240,974 shares of Innovator Defined Wealth Shield ETF worth $8.26M as of Q2 2026.
  • Cambridge Investment Research Advisors bought 54,471 Innovator Defined Wealth Shield ETF shares in Q2 2026, an estimated $1.85M.
  • Innovator Defined Wealth Shield ETF made up 0.02% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #769 holding.
  • Cambridge Investment Research Advisors first reported a position in Innovator Defined Wealth Shield ETF in Q1 2022 and has held it in 18 quarters since.
  • 297 funds tracked by Wall St. Rank held Innovator Defined Wealth Shield ETF as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.