Capital Investment Advisory Services’s Innovator Defined Wealth Shield ETF BALT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $5.42M | Buy |
|
|||||
|
2025
Q2 | $4.7M | Buy |
|
|||||
|
2025
Q1 | $3.43M | Buy |
|
|||||
|
2024
Q4 | $1.66M | Buy |
|
|||||
|
2024
Q3 | $1.08M | Buy |
|
|||||
|
2024
Q2 | $442K | Buy |
|
|||||
|
2024
Q1 | $1.17K | Hold |
|
|||||
|
2023
Q4 | $1.14K | Hold |
|
|||||
|
2023
Q3 | $1.11K | Buy |
|
|||||
|
2022
Q4 | – | Sell |
|
|||||
|
2022
Q3 | $1K | Hold |
|
|||||
|
2022
Q2 | $1K | Buy |
|