Motiv8 Investments’s Innovator Defined Wealth Shield ETF BALT Stock Holding History

Motiv8 Investments’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 Q4	$44K	Buy	+1,300	New	+$43K	0.02%	241

Other funds holding BALT

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

KWM

Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 1-Year Est. Return

Motiv8 Investments's BALT Position: Q4 2025 in Review

Motiv8 Investments opened a new position in Innovator Defined Wealth Shield ETF (BALT) in Q4 2025: 1,300 shares worth $44K. The stake represents 0.02% of the portfolio and ranks #241 among its holdings.

261 funds tracked by Wall St. Rank hold BALT as of Q4 2025.

Motiv8 Investments held 1,300 shares of Innovator Defined Wealth Shield ETF worth $44K as of Q4 2025.
Innovator Defined Wealth Shield ETF was a new Motiv8 Investments position in Q4 2025.
Innovator Defined Wealth Shield ETF made up 0.02% of Motiv8 Investments's portfolio in Q4 2025, its #241 holding.
261 funds tracked by Wall St. Rank held Innovator Defined Wealth Shield ETF as of Q4 2025.

Based on Motiv8 Investments's 13F filing for Q4 2025, filed 13 Feb 2026.