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Holos Integrated Wealth’s Innovator Defined Wealth Shield ETF BALT Stock Holding History

Holos Integrated Wealth’s Portfolio BALT Stock Details BALT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$4.75M Buy
146,428
+16,578
+13% +$538K 2.86% 14
2025
Q1 		$4.07M Buy
+129,850
New +$4.07M 2.67% 15