FFA
BALT icon

Fortune Financial Advisors’s Innovator Defined Wealth Shield ETF BALT Stock Holding History

Fortune Financial 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
Q2 		$511K Sell
14,907
-248
-2% -$8.44K 0.22% 101
2026
Q1 		$507K Buy
+15,155
New +$510K 0.26% 86

Other funds holding BALT

W
Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
CWG
Crown Wealth Group Charlotte, North Carolina $393M AUM 25.29% 1-Year Est. Return
MFG
MTM Financial Group Bethlehem, Pennsylvania $233M AUM 14.67% 1-Year Est. Return
KA
Kure Advisory Plymouth, Minnesota $211M AUM 18.79% 1-Year Est. Return
CCFM
Clear Creek Financial Management Silverdale, Washington $1.56B AUM 31.02% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
CFS
CRA Financial Services Northfield, New Jersey $868M AUM 25.66% 1-Year Est. Return

Fortune Financial Advisors's BALT Position: Q2 2026 in Review

Fortune Financial Advisors reduced its Innovator Defined Wealth Shield ETF (BALT) stake by 1.6% in Q2 2026, selling an estimated $8.44K and leaving 14,907 shares worth $511K. The position accounts for 0.22% of the portfolio, ranked #101.

Fortune Financial Advisors first reported a position in BALT in Q1 2026 and has held it in 2 quarters since. 152 funds tracked by Wall St. Rank hold BALT as of Q2 2026.

  • Fortune Financial Advisors held 14,907 shares of Innovator Defined Wealth Shield ETF worth $511K as of Q2 2026.
  • Fortune Financial Advisors sold 248 Innovator Defined Wealth Shield ETF shares in Q2 2026, an estimated $8.44K.
  • Innovator Defined Wealth Shield ETF made up 0.22% of Fortune Financial Advisors's portfolio in Q2 2026, its #101 holding.
  • Fortune Financial Advisors first reported a position in Innovator Defined Wealth Shield ETF in Q1 2026 and has held it in 2 quarters since.
  • 152 funds tracked by Wall St. Rank held Innovator Defined Wealth Shield ETF as of Q2 2026.

Based on Fortune Financial Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.