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

Krilogy Financial’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 Q3	$1.35M	Buy	+38,626	New	+$1.34M	0.04%	339

Other funds holding BALT

Kure Advisory Plymouth, Minnesota $216M AUM 12.91% 1-Year Est. Return

Dominguez Wealth Management Solutions Williamsburg, Virginia $181M AUM 16.39% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Financial Designs Claremont, California $194M AUM 10.52% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

RiverTree Advisors Winter Park, Florida $168M AUM 5.92% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Krilogy Financial's BALT Position: Q3 2026 in Review

Krilogy Financial opened a new position in Innovator Defined Wealth Shield ETF (BALT) in Q3 2026: 38,626 shares worth $1.35M. The stake represents 0.04% of the portfolio and ranks #339 among its holdings.

27 funds tracked by Wall St. Rank hold BALT as of Q3 2026.

Krilogy Financial held 38,626 shares of Innovator Defined Wealth Shield ETF worth $1.35M as of Q3 2026.
Innovator Defined Wealth Shield ETF was a new Krilogy Financial position in Q3 2026.
Innovator Defined Wealth Shield ETF made up 0.04% of Krilogy Financial's portfolio in Q3 2026, its #339 holding.
27 funds tracked by Wall St. Rank held Innovator Defined Wealth Shield ETF as of Q3 2026.

Based on Krilogy Financial's 13F filing for Q3 2026, filed 13 Oct 2026.