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BALT icon

Nikulski Financial’s Innovator Defined Wealth Shield ETF BALT Stock Holding History

Nikulski Financial’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
-7,250
Closed -$243K – 181
2026
Q1 		$243K Sell
7,250
-350
-5% -$11.8K 0.06% 163
2025
Q4 		$255K Sell
7,600
-100
-1% -$3.31K 0.06% 156
2025
Q3 		$253K Hold
7,700
– – 0.06% 139
2025
Q2 		$247K Buy
7,700
+720
+10% +$22.7K 0.07% 133
2025
Q1 		$219K Buy
+6,980
New +$220K 0.07% 129

Other funds holding BALT

W
Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
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
MFG
MTM Financial Group Bethlehem, Pennsylvania $233M AUM 14.67% 1-Year Est. Return
KA
Kure Advisory Plymouth, Minnesota $211M AUM 18.79% 1-Year Est. Return
CCFM
Clear Creek Financial Management Silverdale, Washington $1.56B AUM 31.02% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
CFS
CRA Financial Services Northfield, New Jersey $868M AUM 25.66% 1-Year Est. Return

Nikulski Financial's BALT Position: Q2 2026 in Review

Nikulski Financial sold out of Innovator Defined Wealth Shield ETF (BALT) in Q2 2026, closing a stake of 7,250 shares — an estimated $243K sold.

Nikulski Financial first reported a position in BALT in Q1 2025 and held it in 5 quarters. The position peaked at $255K in Q4 2025. 137 funds tracked by Wall St. Rank hold BALT as of Q2 2026.

  • Nikulski Financial reported no remaining Innovator Defined Wealth Shield ETF position as of Q2 2026 after selling out during the quarter.
  • Nikulski Financial sold 7,250 Innovator Defined Wealth Shield ETF shares in Q2 2026, an estimated $243K.
  • Nikulski Financial first reported a position in Innovator Defined Wealth Shield ETF in Q1 2025 and held it in 5 quarters.
  • Nikulski Financial's Innovator Defined Wealth Shield ETF position peaked at $255K in Q4 2025.
  • 137 funds tracked by Wall St. Rank held Innovator Defined Wealth Shield ETF as of Q2 2026.

Based on Nikulski Financial's 13F filing for Q2 2026, filed 28 Jul 2026.