MWM
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Modern Wealth Management’s Innovator Defined Wealth Shield ETF BALT Stock Holding History

Modern Wealth Management’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 		$296K Buy
9,224
+2,732
+42% +$87.6K 0.01% 604
2025
Q1 		$204K Buy
+6,492
New +$204K 0.01% 641