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Legacy Wealth Management (Idaho)’s Innovator Defined Wealth Shield ETF BALT Stock Holding History

Legacy Wealth Management (Idaho)’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
Q2 		$79.7K Sell
2,485
-96,628
-97% -$3.1M 0.04% 122
2025
Q1 		$3.11M Buy
99,113
+96,447
+3,618% +$3.03M 2.2% 12
2024
Q4 		$84.6K Hold
2,666
– – 0.05% 95
2024
Q3 		$83.3K Buy
+2,666
New +$83.3K 0.05% 90