Elmwood Wealth Management’s Innovator Defined Wealth Shield ETF BALT Stock Holding History

Elmwood Wealth Management’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	Hold
2025 Q2	$359K	Hold
2025 Q1	$351K	Buy
2022 Q1	–	Sell
2021 Q4	$78K	Buy