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

Creative Planning’s Portfolio BALT Stock Details BALT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-6,712
Closed -$211K – 3604
2025
Q1 		$211K Buy
6,712
+106
+2% +$3.33K ﹤0.01% 3015
2024
Q4 		$208K Sell
6,606
-6,661
-50% -$209K ﹤0.01% 2942
2024
Q3 		$409K Buy
+13,267
New +$409K ﹤0.01% 2275