Chris Bulman’s Innovator Defined Wealth Shield ETF BALT Stock Holding History

Chris Bulman’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	$2.02M	Buy	58,807 +8,391	+17%	+$285K	0.74%	33
2026 Q1	$1.69M	Sell	50,416 -1,090	-2%	-$36.7K	0.74%	34
2025 Q4	$1.73M	Buy	51,506 +865	+2%	+$28.6K	0.76%	33
2025 Q3	$1.66M	Sell	50,641 -5,529	-10%	-$180K	0.83%	32
2025 Q2	$1.8M	Sell	56,170 -9,212	-14%	-$291K	1.03%	27
2025 Q1	$2.05M	Sell	65,382 -1,564	-2%	-$49.4K	1.3%	20
2024 Q4	$2.1M	Sell	66,946 -3,662	-5%	-$114K	1.34%	19
2024 Q3	$2.18M	Buy	70,608 +4,698	+7%	+$143K	1.48%	16
2024 Q2	$1.98M	Buy	+65,910	New	+$1.94M	1.35%	17

Other funds holding BALT

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 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

Chris Bulman's BALT Position: Q2 2026 in Review

Chris Bulman increased its Innovator Defined Wealth Shield ETF (BALT) stake by 17% in Q2 2026, buying an estimated $285K and bringing the position to 58,807 shares worth $2.02M. The position accounts for 0.74% of the portfolio, ranked #33.

Chris Bulman first reported a position in BALT in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.18M in Q3 2024. 297 funds tracked by Wall St. Rank hold BALT as of Q2 2026.

Chris Bulman held 58,807 shares of Innovator Defined Wealth Shield ETF worth $2.02M as of Q2 2026.
Chris Bulman bought 8,391 Innovator Defined Wealth Shield ETF shares in Q2 2026, an estimated $285K.
Innovator Defined Wealth Shield ETF made up 0.74% of Chris Bulman's portfolio in Q2 2026, its #33 holding.
Chris Bulman first reported a position in Innovator Defined Wealth Shield ETF in Q2 2024 and has held it in 9 quarters since.
Chris Bulman's Innovator Defined Wealth Shield ETF position peaked at $2.18M in Q3 2024.
297 funds tracked by Wall St. Rank held Innovator Defined Wealth Shield ETF as of Q2 2026.

Based on Chris Bulman's 13F filing for Q2 2026, filed 22 Jul 2026.