Gilpin Wealth Management’s Innovator Defined Wealth Shield ETF BALT Stock Holding History

Gilpin Wealth Management’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	$263K	Buy	7,520 +2,020	+37%	+$69.9K	0.18%	111
2026 Q2	$188K	Buy	5,500 +1,250	+29%	+$42.5K	0.13%	140
2026 Q1	$142K	Buy	4,250 +3,700	+673%	+$124K	0.11%	140
2025 Q4	$18.4K	Buy	+550	New	+$18.2K	0.01%	246

Other funds holding BALT

Kure Advisory Plymouth, Minnesota $216M AUM 12.91% 1-Year Est. Return

AFP

ATX Financial Planning Austin, Texas $156M AUM 11.38% 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

Financial Designs Claremont, California $194M AUM 10.52% 1-Year Est. Return

SEP

Southland Equity Partners Wildwood, Missouri $583M AUM 16.78% 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 Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

Gilpin Wealth Management's BALT Position: Q3 2026 in Review

Gilpin Wealth Management increased its Innovator Defined Wealth Shield ETF (BALT) stake by 37% in Q3 2026, buying an estimated $69.9K and bringing the position to 7,520 shares worth $263K. The position accounts for 0.18% of the portfolio, ranked #111.

Gilpin Wealth Management first reported a position in BALT in Q4 2025 and has held it in 4 quarters since. 31 funds tracked by Wall St. Rank hold BALT as of Q3 2026.

Gilpin Wealth Management held 7,520 shares of Innovator Defined Wealth Shield ETF worth $263K as of Q3 2026.
Gilpin Wealth Management bought 2,020 Innovator Defined Wealth Shield ETF shares in Q3 2026, an estimated $69.9K.
Innovator Defined Wealth Shield ETF made up 0.18% of Gilpin Wealth Management's portfolio in Q3 2026, its #111 holding.
Gilpin Wealth Management first reported a position in Innovator Defined Wealth Shield ETF in Q4 2025 and has held it in 4 quarters since.
31 funds tracked by Wall St. Rank held Innovator Defined Wealth Shield ETF as of Q3 2026.

Based on Gilpin Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.