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Miracle Mile Advisors’s Innovator Defined Wealth Shield ETF BALT Stock Holding History

Miracle Mile Advisors’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 		– Sell
-39,646
Closed -$1.33M – 1008
2026
Q1 		$1.33M Sell
39,646
-207
-0.5% -$6.96K 0.02% 371
2025
Q4 		$1.34M Hold
39,853
– – 0.02% 366
2025
Q3 		$1.31M Hold
39,853
– – 0.02% 360
2025
Q2 		$1.28M Sell
39,853
-4,139
-9% -$131K 0.02% 326
2025
Q1 		$1.38M Hold
43,992
– – 0.03% 271
2024
Q4 		$1.38M Sell
43,992
-1,377
-3% -$42.9K 0.03% 284
2024
Q3 		$1.4M Hold
45,369
– – 0.03% 231
2024
Q2 		$1.36M Sell
45,369
-59,067
-57% -$1.74M 0.03% 220
2024
Q1 		$3.06M Sell
104,436
-5,672
-5% -$164K 0.08% 151
2023
Q4 		$3.15M Sell
110,108
-83,686
-43% -$2.36M 0.09% 139
2023
Q3 		$5.39M Buy
193,794
+3,395
+2% +$95.1K 0.17% 92
2023
Q2 		$5.31M Sell
190,399
-187,956
-50% -$5.17M 0.16% 96
2023
Q1 		$10.3M Sell
378,355
-28,396
-7% -$764K 0.33% 71
2022
Q4 		$10.8M Buy
+406,751
New +$10.7M 0.37% 66

Other funds holding BALT

Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
W
Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RWP
Reliant Wealth Planning Louisville, Kentucky $364M AUM 11.96% 1-Year Est. Return

Miracle Mile Advisors's BALT Position: Q2 2026 in Review

Miracle Mile Advisors sold out of Innovator Defined Wealth Shield ETF (BALT) in Q2 2026, closing a stake of 39,646 shares — an estimated $1.33M sold.

Miracle Mile Advisors first reported a position in BALT in Q4 2022 and held it in 14 quarters. The position peaked at $10.8M in Q4 2022. 297 funds tracked by Wall St. Rank hold BALT as of Q2 2026.

  • Miracle Mile Advisors reported no remaining Innovator Defined Wealth Shield ETF position as of Q2 2026 after selling out during the quarter.
  • Miracle Mile Advisors sold 39,646 Innovator Defined Wealth Shield ETF shares in Q2 2026, an estimated $1.33M.
  • Miracle Mile Advisors first reported a position in Innovator Defined Wealth Shield ETF in Q4 2022 and held it in 14 quarters.
  • Miracle Mile Advisors's Innovator Defined Wealth Shield ETF position peaked at $10.8M in Q4 2022.
  • 297 funds tracked by Wall St. Rank held Innovator Defined Wealth Shield ETF as of Q2 2026.

Based on Miracle Mile Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.