CFCI
Comprehensive Financial Consultants Institutional’s Innovator Defined Wealth Shield ETF BALT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.82M | Buy |
88,028
+619
| +0.7% | +$19.9K | 0.93% | 34 |
|
|
2025
Q1 | $2.74M | Buy |
87,409
+11,411
| +15% | +$358K | 0.98% | 35 |
|
|
2024
Q4 | $2.39M | Buy |
75,998
+7,479
| +11% | +$235K | 0.87% | 41 |
|
|
2024
Q3 | $2.11M | Buy |
68,519
+8,311
| +14% | +$256K | 0.77% | 49 |
|
|
2024
Q2 | $1.81M | Buy |
60,208
+38,137
| +173% | +$1.15M | 0.71% | 55 |
|
|
2024
Q1 | $646K | Buy |
22,071
+6,924
| +46% | +$203K | 0.27% | 106 |
|
|
2023
Q4 | $433K | Buy |
+15,147
| New | +$433K | 0.2% | 114 |
|