Long Island Wealth Management’s Innovator Defined Wealth Shield ETF BALT Stock Holding History

Long Island Wealth Management’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
2025 Q2	$6.81M	Sell
2025 Q1	$6.71M	Buy
2024 Q4	$4.86M	Buy
2024 Q3	$1.41M	Sell
2024 Q2	$1.38M	Sell
2024 Q1	$1.35M	Buy
2023 Q4	$1.11M	Buy