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

Carter 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
2026 Q2	$8.27M	Buy	+241,453	New	+$8.22M	4.29%	5

Other funds holding BALT

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

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Crown Wealth Group Charlotte, North Carolina $393M AUM 25.29% 1-Year Est. Return

MTM Financial Group Bethlehem, Pennsylvania $233M AUM 14.67% 1-Year Est. Return

Kure Advisory Plymouth, Minnesota $211M AUM 18.79% 1-Year Est. Return

Clear Creek Financial Management Silverdale, Washington $1.56B AUM 31.02% 1-Year Est. Return

Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

CRA Financial Services Northfield, New Jersey $868M AUM 25.66% 1-Year Est. Return

Carter Financial Group's BALT Position: Q2 2026 in Review

Carter Financial Group opened a new position in Innovator Defined Wealth Shield ETF (BALT) in Q2 2026: 241,453 shares worth $8.27M. The stake represents 4.29% of the portfolio and ranks #5 among its holdings.

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

Carter Financial Group held 241,453 shares of Innovator Defined Wealth Shield ETF worth $8.27M as of Q2 2026.
Innovator Defined Wealth Shield ETF was a new Carter Financial Group position in Q2 2026.
Innovator Defined Wealth Shield ETF made up 4.29% of Carter Financial Group's portfolio in Q2 2026, its #5 holding.
152 funds tracked by Wall St. Rank held Innovator Defined Wealth Shield ETF as of Q2 2026.

Based on Carter Financial Group's 13F filing for Q2 2026, filed 30 Jul 2026.