Diversify Advisory Services’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
$1.12M Sell
2025
Q1
$1.09M Hold
2024
Q4
$1.09M Hold
2024
Q3
$1.07M Hold
2024
Q2
$1.05M Sell
2024
Q1
$1.13M Buy