PCA Investment Advisory Services’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
$406K Sell
12,650
-150
-1% -$4.81K 0.17% 50
2025
Q1
$402K Buy
12,800
+1,000
+8% +$31.4K 0.21% 46
2024
Q4
$371K Buy
+11,800
New +$371K 0.17% 80