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Central Valley Advisors’s Innovator Defined Wealth Shield ETF BALT Stock Holding History

Central Valley Advisors’s Portfolio BALT Stock Details BALT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$10.1M Buy
313,806
+2,469
+0.8% +$79.2K 3.43% 5
2025
Q1 		$9.77M Buy
311,337
+19,924
+7% +$625K 3.7% 5
2024
Q4 		$9.16M Buy
+291,413
New +$9.16M 4.16% 6