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Global Retirement Partners’s Innovator Defined Wealth Shield ETF BALT Stock Holding History

Global Retirement Partners’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 		$1.21M Buy
+35,197
New +$1.2M 0.02% 683
2025
Q4 		$12.9K Hold
385
– – ﹤0.01% 3055
2025
Q3 		$12.6K Hold
385
– – ﹤0.01% 2601
2025
Q2 		$12.4K Buy
+385
New +$12.2K ﹤0.01% 2503
2024
Q4 		$12.1K Hold
385
– – ﹤0.01% 2321
2024
Q3 		$11.9K Hold
385
– – ﹤0.01% 2218
2024
Q2 		$11.6K Buy
+385
New +$11.3K ﹤0.01% 2252

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

Global Retirement Partners's BALT Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Innovator Defined Wealth Shield ETF (BALT) in Q2 2026: 35,197 shares worth $1.21M. The stake represents 0.02% of the portfolio and ranks #683 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in BALT as recently as Q4 2025.

Global Retirement Partners first reported a position in BALT in Q2 2024 and has held it in 7 quarters since. 297 funds tracked by Wall St. Rank hold BALT as of Q2 2026.

  • Global Retirement Partners held 35,197 shares of Innovator Defined Wealth Shield ETF worth $1.21M as of Q2 2026.
  • Innovator Defined Wealth Shield ETF was a new Global Retirement Partners position in Q2 2026.
  • Innovator Defined Wealth Shield ETF made up 0.02% of Global Retirement Partners's portfolio in Q2 2026, its #683 holding.
  • Global Retirement Partners first reported a position in Innovator Defined Wealth Shield ETF in Q2 2024 and has held it in 7 quarters since.
  • 297 funds tracked by Wall St. Rank held Innovator Defined Wealth Shield ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.