Key Bridge Compliance’s Innovator Defined Wealth Shield ETF BALT Stock Holding History

Key Bridge Compliance’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
2023 Q3	$294K	Buy	+10,582	New	+$296K	0.09%	96

Other funds holding BALT

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

KWM

Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

MFG

MTM Financial Group Bethlehem, Pennsylvania $233M AUM 14.67% 1-Year Est. Return

CWG

Crown Wealth Group Charlotte, North Carolina $393M AUM 25.29% 1-Year Est. Return

Centaurus Financial Anaheim, California $2.59B AUM 31.63% 1-Year Est. Return

SPC

Sigma Planning Corp Ann Arbor, Michigan $3.97B AUM 32.34% 1-Year Est. Return

Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Key Bridge Compliance's BALT Position: Q3 2023 in Review

Key Bridge Compliance opened a new position in Innovator Defined Wealth Shield ETF (BALT) in Q3 2023: 10,582 shares worth $294K. The stake represents 0.09% of the portfolio and ranks #96 among its holdings.

80 funds tracked by Wall St. Rank hold BALT as of Q3 2023.

Key Bridge Compliance held 10,582 shares of Innovator Defined Wealth Shield ETF worth $294K as of Q3 2023.
Innovator Defined Wealth Shield ETF was a new Key Bridge Compliance position in Q3 2023.
Innovator Defined Wealth Shield ETF made up 0.09% of Key Bridge Compliance's portfolio in Q3 2023, its #96 holding.
80 funds tracked by Wall St. Rank held Innovator Defined Wealth Shield ETF as of Q3 2023.

Based on Key Bridge Compliance's 13F filing for Q3 2023, filed 13 Oct 2023.