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GGM Financials’s Innovator Defined Wealth Shield ETF BALT Stock Holding History

GGM Financials’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 		$34.8K Hold
1,014
– – 0.01% 178
2026
Q1 		$33.9K Hold
1,014
– – 0.02% 155
2025
Q4 		$34K Hold
1,014
– – 0.02% 141
2025
Q3 		$33.3K Buy
+1,014
New +$32.9K 0.02% 138

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

GGM Financials's BALT Position: Q2 2026 in Review

GGM Financials held its Innovator Defined Wealth Shield ETF (BALT) position steady in Q2 2026 at 1,014 shares worth $34.8K. The position accounts for 0.01% of the portfolio, ranked #178.

GGM Financials first reported a position in BALT in Q3 2025 and has held it in 4 quarters since. 297 funds tracked by Wall St. Rank hold BALT as of Q2 2026.

  • GGM Financials held 1,014 shares of Innovator Defined Wealth Shield ETF worth $34.8K as of Q2 2026.
  • GGM Financials left its Innovator Defined Wealth Shield ETF share count unchanged in Q2 2026.
  • Innovator Defined Wealth Shield ETF made up 0.01% of GGM Financials's portfolio in Q2 2026, its #178 holding.
  • GGM Financials first reported a position in Innovator Defined Wealth Shield ETF in Q3 2025 and has held it in 4 quarters since.
  • 297 funds tracked by Wall St. Rank held Innovator Defined Wealth Shield ETF as of Q2 2026.

Based on GGM Financials's 13F filing for Q2 2026, filed 23 Jul 2026.