Goldman Sachs
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Goldman Sachs’s Innovator Defined Wealth Shield ETF BALT Stock Holding History

Goldman Sachs’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 		– Sell
-37,046
Closed -$1.24M – 6568
2026
Q1 		$1.24M Buy
+37,046
New +$1.25M ﹤0.01% 4934
2024
Q3 		– Sell
-8,989
Closed -$270K – 5812
2024
Q2 		$270K Buy
+8,989
New +$265K ﹤0.01% 5150

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

Goldman Sachs's BALT Position: Q2 2026 in Review

Goldman Sachs sold out of Innovator Defined Wealth Shield ETF (BALT) in Q2 2026, closing a stake of 37,046 shares — an estimated $1.24M sold.

Goldman Sachs first reported a position in BALT in Q2 2024 and held it in 2 quarters. The position peaked at $1.24M in Q1 2026. 297 funds tracked by Wall St. Rank hold BALT as of Q2 2026.

  • Goldman Sachs reported no remaining Innovator Defined Wealth Shield ETF position as of Q2 2026 after selling out during the quarter.
  • Goldman Sachs sold 37,046 Innovator Defined Wealth Shield ETF shares in Q2 2026, an estimated $1.24M.
  • Goldman Sachs first reported a position in Innovator Defined Wealth Shield ETF in Q2 2024 and held it in 2 quarters.
  • Goldman Sachs's Innovator Defined Wealth Shield ETF position peaked at $1.24M in Q1 2026.
  • 297 funds tracked by Wall St. Rank held Innovator Defined Wealth Shield ETF as of Q2 2026.

Based on Goldman Sachs's 13F filing for Q2 2026, filed 14 Aug 2026.