FFA
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Farther Finance Advisors’s Innovator Defined Wealth Shield ETF BALT Stock Holding History

Farther Finance 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
2026
Q3 		$7.85M Buy
224,735
+5,808
+3% +$201K 0.06% 313
2026
Q2 		$7.5M Buy
218,927
+3,842
+2% +$131K 0.06% 285
2026
Q1 		$7.21M Buy
215,085
+3,345
+2% +$113K 0.07% 260
2025
Q4 		$7.1M Buy
211,740
+30,644
+17% +$1.01M 0.08% 236
2025
Q3 		$5.94M Buy
181,096
+108,167
+148% +$3.51M 0.09% 188
2025
Q2 		$2.34M Buy
72,929
+23,577
+48% +$745K 0.05% 323
2025
Q1 		$1.55M Buy
+49,352
New +$1.56M 0.04% 360

Other funds holding BALT

KA
Kure Advisory Plymouth, Minnesota $216M AUM 12.91% 1-Year Est. Return
DWMS
Dominguez Wealth Management Solutions Williamsburg, Virginia $181M AUM 16.39% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
FD
Financial Designs Claremont, California $194M AUM 10.52% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
RA
RiverTree Advisors Winter Park, Florida $168M AUM 5.92% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

Farther Finance Advisors's BALT Position: Q3 2026 in Review

Farther Finance Advisors increased its Innovator Defined Wealth Shield ETF (BALT) stake by 2.7% in Q3 2026, buying an estimated $201K and bringing the position to 224,735 shares worth $7.85M. The position accounts for 0.06% of the portfolio, ranked #313.

Farther Finance Advisors first reported a position in BALT in Q1 2025 and has held it in 7 quarters since. 27 funds tracked by Wall St. Rank hold BALT as of Q3 2026.

  • Farther Finance Advisors held 224,735 shares of Innovator Defined Wealth Shield ETF worth $7.85M as of Q3 2026.
  • Farther Finance Advisors bought 5,808 Innovator Defined Wealth Shield ETF shares in Q3 2026, an estimated $201K.
  • Innovator Defined Wealth Shield ETF made up 0.06% of Farther Finance Advisors's portfolio in Q3 2026, its #313 holding.
  • Farther Finance Advisors first reported a position in Innovator Defined Wealth Shield ETF in Q1 2025 and has held it in 7 quarters since.
  • 27 funds tracked by Wall St. Rank held Innovator Defined Wealth Shield ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.