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Galvin Gaustad & Stein’s Innovator Defined Wealth Shield ETF BALT Stock Holding History

Galvin Gaustad & Stein’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 		$1.35M Buy
38,706
+10,894
+39% +$377K 0.1% 118
2026
Q2 		$953K Buy
27,812
+1,198
+5% +$40.8K 0.07% 137
2026
Q1 		$891K Buy
26,614
+6,957
+35% +$234K 0.07% 136
2025
Q4 		$659K Buy
+19,657
New +$650K 0.05% 149

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
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 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
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
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
JRPIM
Journey Retirement Planning & Investment Management Ammon, Idaho $140M AUM 16.06% 1-Year Est. Return

Galvin Gaustad & Stein's BALT Position: Q3 2026 in Review

Galvin Gaustad & Stein increased its Innovator Defined Wealth Shield ETF (BALT) stake by 39% in Q3 2026, buying an estimated $377K and bringing the position to 38,706 shares worth $1.35M. The position accounts for 0.1% of the portfolio, ranked #118.

Galvin Gaustad & Stein first reported a position in BALT in Q4 2025 and has held it in 4 quarters since. 18 funds tracked by Wall St. Rank hold BALT as of Q3 2026.

  • Galvin Gaustad & Stein held 38,706 shares of Innovator Defined Wealth Shield ETF worth $1.35M as of Q3 2026.
  • Galvin Gaustad & Stein bought 10,894 Innovator Defined Wealth Shield ETF shares in Q3 2026, an estimated $377K.
  • Innovator Defined Wealth Shield ETF made up 0.1% of Galvin Gaustad & Stein's portfolio in Q3 2026, its #118 holding.
  • Galvin Gaustad & Stein first reported a position in Innovator Defined Wealth Shield ETF in Q4 2025 and has held it in 4 quarters since.
  • 18 funds tracked by Wall St. Rank held Innovator Defined Wealth Shield ETF as of Q3 2026.

Based on Galvin Gaustad & Stein's 13F filing for Q3 2026, filed 8 Oct 2026.