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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.36M	Buy	42,462 +13,041	+44%	+$418K	0.42%	56
2025 Q1	$923K	Buy	29,421 +22,298	+313%	+$700K	0.31%	63
2024 Q4	$224K	Buy	+7,123	New	+$224K	0.08%	143