MYIA
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Mount Yale Investment Advisors’s Innovator Defined Wealth Shield ETF BALT Stock Holding History

Mount Yale Investment 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
Q1 		$5.27M Buy
+157,443
New +$5.3M 0.12% 177

Other funds holding BALT

W
Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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 $94B AUM 20.14% 1-Year Est. Return
LJCM
Lee Johnson Capital Management Fort Worth, Texas $279M AUM 40.65% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return
RWP
Reliant Wealth Planning Louisville, Kentucky $331M AUM 10.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Mount Yale Investment Advisors's BALT Position: Q1 2026 in Review

Mount Yale Investment Advisors opened a new position in Innovator Defined Wealth Shield ETF (BALT) in Q1 2026: 157,443 shares worth $5.27M. The stake represents 0.12% of the portfolio and ranks #177 among its holdings.

278 funds tracked by Wall St. Rank hold BALT as of Q1 2026.

  • Mount Yale Investment Advisors held 157,443 shares of Innovator Defined Wealth Shield ETF worth $5.27M as of Q1 2026.
  • Innovator Defined Wealth Shield ETF was a new Mount Yale Investment Advisors position in Q1 2026.
  • Innovator Defined Wealth Shield ETF made up 0.12% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #177 holding.
  • 278 funds tracked by Wall St. Rank held Innovator Defined Wealth Shield ETF as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.