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Keystone Wealth Services’s Innovator Defined Wealth Shield ETF BALT Stock Holding History

Keystone Wealth Services’s Portfolio BALT Stock Details BALT Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$597K Sell
18,625
-14,844
-44% -$476K 0.14% 160
2025
Q1 		$1.05M Buy
+33,469
New +$1.05M 0.28% 86