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Coordinated Financial Services’s Innovator Defined Wealth Shield ETF BALT Stock Holding History

Coordinated Financial Services’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
Q1 		$808K Buy
+24,159
New +$813K 0.46% 65

Other funds holding BALT

W
Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
LJCM
Lee Johnson Capital Management Fort Worth, Texas $320M AUM 60.02% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 1-Year Est. Return
RWP
Reliant Wealth Planning Louisville, Kentucky $364M AUM 11.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Coordinated Financial Services's BALT Position: Q1 2026 in Review

Coordinated Financial Services opened a new position in Innovator Defined Wealth Shield ETF (BALT) in Q1 2026: 24,159 shares worth $808K. The stake represents 0.46% of the portfolio and ranks #65 among its holdings.

278 funds tracked by Wall St. Rank hold BALT as of Q1 2026.

  • Coordinated Financial Services held 24,159 shares of Innovator Defined Wealth Shield ETF worth $808K as of Q1 2026.
  • Innovator Defined Wealth Shield ETF was a new Coordinated Financial Services position in Q1 2026.
  • Innovator Defined Wealth Shield ETF made up 0.46% of Coordinated Financial Services's portfolio in Q1 2026, its #65 holding.
  • 278 funds tracked by Wall St. Rank held Innovator Defined Wealth Shield ETF as of Q1 2026.

Based on Coordinated Financial Services's 13F filing for Q1 2026, filed 4 May 2026.