HighTower Advisors’s Innovator Defined Wealth Shield ETF BALT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.28M | Sell |
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|
2025
Q1 | $1.27M | Buy |
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|
2024
Q4 | $1.12M | Buy |
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|
2024
Q3 | $1.05M | Hold |
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|
2024
Q2 | $1.03M | Hold |
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|
2024
Q1 | $1M | Hold |
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|
2023
Q4 | $976K | Buy |
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|
2023
Q3 | $915K | Buy |
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|
2023
Q2 | $745K | Buy |
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|
2023
Q1 | $213K | Sell |
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|
2022
Q4 | $278K | Sell |
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|
2022
Q3 | $977K | Buy |
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|
2022
Q2 | $958K | Buy |
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|
2022
Q1 | $951K | Buy |
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|
2021
Q4 | $702K | Buy |
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|
2021
Q3 | $200K | Buy |
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