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

Partners Wealth Management’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 Q3	$479K	Sell
2025 Q2	$581K	Hold
2025 Q1	$581K	Buy
2024 Q4	$430K	Buy