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Comprehensive Financial Consultants Institutional’s Innovator Defined Wealth Shield ETF BALT Stock Holding History

Comprehensive Financial Consultants Institutional’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 		$3.85M Buy
112,486
+5,226
+5% +$178K 1.02% 34
2026
Q1 		$3.59M Buy
107,260
+12,766
+14% +$429K 1.07% 30
2025
Q4 		$3.17M Buy
94,494
+2,970
+3% +$98.2K 0.96% 33
2025
Q3 		$3M Buy
91,524
+3,496
+4% +$114K 0.93% 33
2025
Q2 		$2.82M Buy
88,028
+619
+0.7% +$19.6K 0.93% 34
2025
Q1 		$2.74M Buy
87,409
+11,411
+15% +$360K 0.98% 35
2024
Q4 		$2.39M Buy
75,998
+7,479
+11% +$233K 0.87% 41
2024
Q3 		$2.11M Buy
68,519
+8,311
+14% +$252K 0.77% 49
2024
Q2 		$1.81M Buy
60,208
+38,137
+173% +$1.12M 0.71% 55
2024
Q1 		$646K Buy
22,071
+6,924
+46% +$200K 0.27% 106
2023
Q4 		$433K Buy
+15,147
New +$427K 0.2% 114

Other funds holding BALT

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
DWMS
Dominguez Wealth Management Solutions Williamsburg, Virginia $181M AUM 21.03% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
HIW
Holos Integrated Wealth Kennett Square, Pennsylvania $214M AUM 14.99% 1-Year Est. Return
BFG
Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return
FD
Financial Designs Claremont, California $187M AUM 14.59% 1-Year Est. Return
KDA
Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return
PI
Pachira Investments Dana Point, California $265M AUM 30.34% 1-Year Est. Return

Comprehensive Financial Consultants Institutional's BALT Position: Q2 2026 in Review

Comprehensive Financial Consultants Institutional increased its Innovator Defined Wealth Shield ETF (BALT) stake by 4.9% in Q2 2026, buying an estimated $178K and bringing the position to 112,486 shares worth $3.85M. The position accounts for 1.02% of the portfolio, ranked #34.

Comprehensive Financial Consultants Institutional first reported a position in BALT in Q4 2023 and has held it in 11 quarters since. 47 funds tracked by Wall St. Rank hold BALT as of Q2 2026.

  • Comprehensive Financial Consultants Institutional held 112,486 shares of Innovator Defined Wealth Shield ETF worth $3.85M as of Q2 2026.
  • Comprehensive Financial Consultants Institutional bought 5,226 Innovator Defined Wealth Shield ETF shares in Q2 2026, an estimated $178K.
  • Innovator Defined Wealth Shield ETF made up 1.02% of Comprehensive Financial Consultants Institutional's portfolio in Q2 2026, its #34 holding.
  • Comprehensive Financial Consultants Institutional first reported a position in Innovator Defined Wealth Shield ETF in Q4 2023 and has held it in 11 quarters since.
  • 47 funds tracked by Wall St. Rank held Innovator Defined Wealth Shield ETF as of Q2 2026.

Based on Comprehensive Financial Consultants Institutional's 13F filing for Q2 2026, filed 15 Jul 2026.