Nikulski Financial
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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

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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Wealthquest
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 22.9% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Kingsview Wealth Management
Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 1-Year Est. Return
Foundations Investment Advisors
Foundations Investment Advisors Phoenix, Arizona $9.7B AUM 29.41% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Reliant Wealth Planning
Reliant Wealth Planning Louisville, Kentucky $364M AUM 11.96% 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. 300 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.
  • 300 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.