Heritage Oak Wealth Advisors’s Innovator Defined Wealth Shield ETF BALT Stock Holding History

Heritage Oak Wealth Advisors’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	$246K	Buy	+7,185	New	+$244K	0.07%	87

Other funds holding BALT

Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Crown Wealth Group Charlotte, North Carolina $393M AUM 25.29% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

CRA Financial Services Northfield, New Jersey $868M AUM 25.66% 1-Year Est. Return

Marshall Financial Group (Maryland) Hunt Valley, Maryland $686M AUM 24.18% 1-Year Est. Return

Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return

Central Valley Advisors Sacramento, California $390M AUM 20.62% 1-Year Est. Return

Laurel Oak Wealth Management Marlton, New Jersey $687M AUM

Dominguez Wealth Management Solutions Williamsburg, Virginia $181M AUM 21.03% 1-Year Est. Return

Heritage Oak Wealth Advisors's BALT Position: Q2 2026 in Review

Heritage Oak Wealth Advisors opened a new position in Innovator Defined Wealth Shield ETF (BALT) in Q2 2026: 7,185 shares worth $246K. The stake represents 0.07% of the portfolio and ranks #87 among its holdings.

100 funds tracked by Wall St. Rank hold BALT as of Q2 2026.

Heritage Oak Wealth Advisors held 7,185 shares of Innovator Defined Wealth Shield ETF worth $246K as of Q2 2026.
Innovator Defined Wealth Shield ETF was a new Heritage Oak Wealth Advisors position in Q2 2026.
Innovator Defined Wealth Shield ETF made up 0.07% of Heritage Oak Wealth Advisors's portfolio in Q2 2026, its #87 holding.
100 funds tracked by Wall St. Rank held Innovator Defined Wealth Shield ETF as of Q2 2026.

Based on Heritage Oak Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.