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Family Office Research’s Innovator Defined Wealth Shield ETF BALT Stock Holding History

Family Office Research’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
2026
Q2 		$3.49M Buy
101,982
+13,322
+15% +$453K 1.31% 16
2026
Q1 		$2.97M Buy
88,660
+44,215
+99% +$1.49M 1.29% 16
2025
Q4 		$1.49M Buy
+44,445
New +$1.47M 0.61% 24

Other funds holding BALT

Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
W
Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RWP
Reliant Wealth Planning Louisville, Kentucky $364M AUM 11.96% 1-Year Est. Return

Family Office Research's BALT Position: Q2 2026 in Review

Family Office Research increased its Innovator Defined Wealth Shield ETF (BALT) stake by 15% in Q2 2026, buying an estimated $453K and bringing the position to 101,982 shares worth $3.49M. The position accounts for 1.31% of the portfolio, ranked #16.

Family Office Research first reported a position in BALT in Q4 2025 and has held it in 3 quarters since. 297 funds tracked by Wall St. Rank hold BALT as of Q2 2026.

  • Family Office Research held 101,982 shares of Innovator Defined Wealth Shield ETF worth $3.49M as of Q2 2026.
  • Family Office Research bought 13,322 Innovator Defined Wealth Shield ETF shares in Q2 2026, an estimated $453K.
  • Innovator Defined Wealth Shield ETF made up 1.31% of Family Office Research's portfolio in Q2 2026, its #16 holding.
  • Family Office Research first reported a position in Innovator Defined Wealth Shield ETF in Q4 2025 and has held it in 3 quarters since.
  • 297 funds tracked by Wall St. Rank held Innovator Defined Wealth Shield ETF as of Q2 2026.

Based on Family Office Research's 13F filing for Q2 2026, filed 27 Jul 2026.