IWP
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Insight Wealth Partners’s Innovator Defined Wealth Shield ETF BALT Stock Holding History

Insight Wealth Partners’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
Q1 		– Sell
-14,433
Closed -$484K – 123
2025
Q4 		$484K Sell
14,433
-10,229
-41% -$338K 0.07% 76
2025
Q3 		$809K Buy
24,662
+5,455
+28% +$177K 0.25% 61
2025
Q2 		$616K Buy
19,207
+6,835
+55% +$216K 0.24% 63
2025
Q1 		$388K Buy
+12,372
New +$391K 0.06% 79

Other funds holding BALT

W
Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
LJCM
Lee Johnson Capital Management Fort Worth, Texas $279M AUM 40.65% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return
RWP
Reliant Wealth Planning Louisville, Kentucky $331M AUM 10.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Insight Wealth Partners's BALT Position: Q1 2026 in Review

Insight Wealth Partners sold out of Innovator Defined Wealth Shield ETF (BALT) in Q1 2026, closing a stake of 14,433 shares — an estimated $484K sold.

Insight Wealth Partners first reported a position in BALT in Q1 2025 and held it in 4 quarters. The position peaked at $809K in Q3 2025. 277 funds tracked by Wall St. Rank hold BALT as of Q1 2026.

  • Insight Wealth Partners reported no remaining Innovator Defined Wealth Shield ETF position as of Q1 2026 after selling out during the quarter.
  • Insight Wealth Partners sold 14,433 Innovator Defined Wealth Shield ETF shares in Q1 2026, an estimated $484K.
  • Insight Wealth Partners first reported a position in Innovator Defined Wealth Shield ETF in Q1 2025 and held it in 4 quarters.
  • Insight Wealth Partners's Innovator Defined Wealth Shield ETF position peaked at $809K in Q3 2025.
  • 277 funds tracked by Wall St. Rank held Innovator Defined Wealth Shield ETF as of Q1 2026.

Based on Insight Wealth Partners's 13F filing for Q1 2026, filed 14 May 2026.