D.B. Root & Company’s Innovator Defined Wealth Shield ETF BALT Stock Holding History

D.B. Root & Company’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
2025 Q3	$368K	Buy
2025 Q2	$262K	Buy
2025 Q1	$217K	Sell
2024 Q4	$231K	Buy
2023 Q4	–	Sell
2023 Q3	$587K	Buy
2023 Q2	$378K	Buy
2023 Q1	$323K	Buy