CIBC Private Wealth Group’s Innovator Defined Wealth Shield ETF BALT Stock Holding History

CIBC Private Wealth 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
2025 Q4	$570	Buy	+17	New	+$562	﹤0.01%	3019

Other funds holding BALT

JP Morgan Chase New York $1.81T AUM 41.13% 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

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

KWM

Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 1-Year Est. Return

CIBC Private Wealth Group's BALT Position: Q4 2025 in Review

CIBC Private Wealth Group opened a new position in Innovator Defined Wealth Shield ETF (BALT) in Q4 2025: 17 shares worth $570. The stake represents ﹤0.01% of the portfolio and ranks #3019 among its holdings.

261 funds tracked by Wall St. Rank hold BALT as of Q4 2025.

CIBC Private Wealth Group held 17 shares of Innovator Defined Wealth Shield ETF worth $570 as of Q4 2025.
Innovator Defined Wealth Shield ETF was a new CIBC Private Wealth Group position in Q4 2025.
Innovator Defined Wealth Shield ETF made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #3019 holding.
261 funds tracked by Wall St. Rank held Innovator Defined Wealth Shield ETF as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.