Crown Wealth Group’s Innovator Defined Wealth Shield ETF BALT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $24.5M | Buy |
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|
2025
Q1 | $22.4M | Buy |
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|
2024
Q4 | $20M | Buy |
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|
2024
Q3 | $19.1M | Buy |
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|
2024
Q2 | $8.27M | Sell |
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|
2024
Q1 | $13.4M | Buy |
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|
2023
Q4 | $11.8M | Buy |
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|
2023
Q3 | $10.3M | Buy |
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|
2023
Q2 | $9.38M | Buy |
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|
2023
Q1 | $8.84M | Buy |
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|
2022
Q4 | $7.47M | Sell |
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|
2022
Q3 | $8.04M | Buy |
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