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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.89M	Buy	58,795 +1,323	+2%	+$42.4K	1.49%	19
2025 Q1	$1.8M	Sell	57,472 -559	-1%	-$17.5K	1.75%	14
2024 Q4	$1.82M	Buy	+58,031	New	+$1.82M	1.54%	19