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Marshall Financial Group (Maryland)’s Innovator Defined Wealth Shield ETF BALT Stock Holding History

Marshall Financial Group (Maryland)’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
Q2 		$15.2M Buy
+444,697
New +$15.1M 2.22% 11

Other funds holding BALT

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
CWG
Crown Wealth Group Charlotte, North Carolina $393M AUM 25.29% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
CVA
Central Valley Advisors Sacramento, California $390M AUM 20.62% 1-Year Est. Return
LOWM
Laurel Oak Wealth Management Marlton, New Jersey $687M AUM
DWMS
Dominguez Wealth Management Solutions Williamsburg, Virginia $181M AUM 21.03% 1-Year Est. Return
RWS
Rochester Wealth Strategies Rochester, Michigan $181M AUM 17.53% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Marshall Financial Group (Maryland)'s BALT Position: Q2 2026 in Review

Marshall Financial Group (Maryland) opened a new position in Innovator Defined Wealth Shield ETF (BALT) in Q2 2026: 444,697 shares worth $15.2M. The stake represents 2.22% of the portfolio and ranks #11 among its holdings.

73 funds tracked by Wall St. Rank hold BALT as of Q2 2026.

  • Marshall Financial Group (Maryland) held 444,697 shares of Innovator Defined Wealth Shield ETF worth $15.2M as of Q2 2026.
  • Innovator Defined Wealth Shield ETF was a new Marshall Financial Group (Maryland) position in Q2 2026.
  • Innovator Defined Wealth Shield ETF made up 2.22% of Marshall Financial Group (Maryland)'s portfolio in Q2 2026, its #11 holding.
  • 73 funds tracked by Wall St. Rank held Innovator Defined Wealth Shield ETF as of Q2 2026.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q2 2026, filed 20 Jul 2026.