Clear Creek Financial Management’s Innovator Defined Wealth Shield ETF BALT Stock Holding History

Clear Creek Financial Management’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	$22.9M	Buy	669,133 +56,027	+9%	+$1.91M	1.47%	7
2026 Q1	$20.5M	Buy	613,106 +7,240	+1%	+$244K	1.57%	8
2025 Q4	$20.3M	Buy	605,866 +44,623	+8%	+$1.48M	1.66%	9
2025 Q3	$18.4M	Sell	561,243 -26,942	-5%	-$875K	1.6%	10
2025 Q2	$18.9M	Buy	588,185 +577,721	+5,521%	+$18.2M	1.8%	8
2025 Q1	$328K	Buy	+10,464	New	+$330K	0.03%	382

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

Clear Creek Financial Management's BALT Position: Q2 2026 in Review

Clear Creek Financial Management increased its Innovator Defined Wealth Shield ETF (BALT) stake by 9.1% in Q2 2026, buying an estimated $1.91M and bringing the position to 669,133 shares worth $22.9M. The position accounts for 1.47% of the portfolio, ranked #7.

Clear Creek Financial Management first reported a position in BALT in Q1 2025 and has held it in 6 quarters since. 297 funds tracked by Wall St. Rank hold BALT as of Q2 2026.

Clear Creek Financial Management held 669,133 shares of Innovator Defined Wealth Shield ETF worth $22.9M as of Q2 2026.
Clear Creek Financial Management bought 56,027 Innovator Defined Wealth Shield ETF shares in Q2 2026, an estimated $1.91M.
Innovator Defined Wealth Shield ETF made up 1.47% of Clear Creek Financial Management's portfolio in Q2 2026, its #7 holding.
Clear Creek Financial Management first reported a position in Innovator Defined Wealth Shield ETF in Q1 2025 and has held it in 6 quarters since.
297 funds tracked by Wall St. Rank held Innovator Defined Wealth Shield ETF as of Q2 2026.

Based on Clear Creek Financial Management's 13F filing for Q2 2026, filed 28 Jul 2026.