Kingsview Wealth Management’s Innovator Defined Wealth Shield ETF BALT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $27.8M | Buy |
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|
2025
Q2 | $17.1M | Buy |
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|
2025
Q1 | $11M | Buy |
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|
2024
Q4 | $5.55M | Sell |
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|
2024
Q3 | $51M | Buy |
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|
2024
Q2 | $6.45M | Sell |
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|
2024
Q1 | $6.52M | Sell |
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|
2023
Q4 | $37.2M | Buy |
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|
2023
Q3 | $25.3M | Buy |
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|
2023
Q2 | $2.17M | Sell |
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|
2023
Q1 | $2.18M | Sell |
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|
2022
Q4 | $2.21M | Sell |
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|
2022
Q3 | $2.3M | Sell |
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|
2022
Q2 | $2.46M | Sell |
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|
2022
Q1 | $2.58M | Buy |
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|
2021
Q4 | $776K | Buy |
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|
2021
Q3 | $341K | Buy |
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