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Dixon Hughes Goodman Wealth Advisors’s Innovator Defined Wealth Shield ETF BALT Stock Holding History

Dixon Hughes Goodman Wealth Advisors’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
2022
Q1 		– Sell
-770
Closed -$20K – 899
2021
Q4 		$20K Buy
+770
New +$19.9K 0.01% 370

Other funds holding BALT

PWA
Pillar Wealth Advisors West Chester, Pennsylvania $3.35M AUM 22.3% 1-Year Est. Return
MFG
MTM Financial Group Bethlehem, Pennsylvania $213M AUM 10.14% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CAG
Compass Advisory Group Melville, New York $374M AUM 14.59% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Dixon Hughes Goodman Wealth Advisors's BALT Position: Q1 2022 in Review

Dixon Hughes Goodman Wealth Advisors sold out of Innovator Defined Wealth Shield ETF (BALT) in Q1 2022, closing a stake of 770 shares — an estimated $20K sold.

Dixon Hughes Goodman Wealth Advisors first reported a position in BALT in Q4 2021 and held it in 1 quarter. The position peaked at $20K in Q4 2021. 32 funds tracked by Wall St. Rank hold BALT as of Q1 2022.

  • Dixon Hughes Goodman Wealth Advisors reported no remaining Innovator Defined Wealth Shield ETF position as of Q1 2022 after selling out during the quarter.
  • Dixon Hughes Goodman Wealth Advisors sold 770 Innovator Defined Wealth Shield ETF shares in Q1 2022, an estimated $20K.
  • Dixon Hughes Goodman Wealth Advisors first reported a position in Innovator Defined Wealth Shield ETF in Q4 2021 and held it in 1 quarter.
  • Dixon Hughes Goodman Wealth Advisors's Innovator Defined Wealth Shield ETF position peaked at $20K in Q4 2021.
  • 32 funds tracked by Wall St. Rank held Innovator Defined Wealth Shield ETF as of Q1 2022.

Based on Dixon Hughes Goodman Wealth Advisors's 13F filing for Q1 2022, filed 4 Apr 2022.