Jones Financial Companies
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Jones Financial Companies’s Innovator Defined Wealth Shield ETF BALT Stock Holding History

Jones Financial Companies’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
Q1 		– Sell
-645
Closed -$20.3K – 3711
2024
Q4 		$20.3K Buy
+645
New +$20.3K ﹤0.01% 2257