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

IFS 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 Q3	$1.56M	Buy	+44,536	New	+$1.54M	0.47%	42

Other funds holding BALT

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Wealthquest Cincinnati, Ohio $1.61B AUM 12% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Foundations Investment Advisors Phoenix, Arizona $10.1B AUM 19.55% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Crown Wealth Group Charlotte, North Carolina $404M AUM 20.63% 1-Year Est. Return

LJCM

Lee Johnson Capital Management Fort Worth, Texas $309M AUM 50.33% 1-Year Est. Return

PTM Wealth Management North Wales, United States $235M AUM 18.9% 1-Year Est. Return

AE Wealth Management Topeka, Kansas $23.2B AUM 20.52% 1-Year Est. Return

IFS Advisors's BALT Position: Q3 2026 in Review

IFS Advisors opened a new position in Innovator Defined Wealth Shield ETF (BALT) in Q3 2026: 44,536 shares worth $1.56M. The stake represents 0.47% of the portfolio and ranks #42 among its holdings.

258 funds tracked by Wall St. Rank hold BALT as of Q3 2026.

IFS Advisors held 44,536 shares of Innovator Defined Wealth Shield ETF worth $1.56M as of Q3 2026.
Innovator Defined Wealth Shield ETF was a new IFS Advisors position in Q3 2026.
Innovator Defined Wealth Shield ETF made up 0.47% of IFS Advisors's portfolio in Q3 2026, its #42 holding.
258 funds tracked by Wall St. Rank held Innovator Defined Wealth Shield ETF as of Q3 2026.

Based on IFS Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.