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

Prasad Wealth Partners’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 Q1	$1.48M	Buy	44,122 +5,183	+13%	+$174K	0.4%	41
2025 Q4	$1.3M	Buy	38,939 +2,368	+6%	+$78.3K	0.35%	46
2025 Q3	$1.2M	Buy	36,571 +2,536	+7%	+$82.3K	0.33%	45
2025 Q2	$1.09M	Buy	34,035 +159	+0.5%	+$5.02K	0.32%	49
2025 Q1	$1.06M	Buy	33,876 +5,201	+18%	+$164K	0.35%	39
2024 Q4	$901K	Buy	+28,675	New	+$894K	0.29%	45

Other funds holding BALT

Wealthquest Cincinnati, Ohio $1.41B AUM 14.87% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

LJCM

Lee Johnson Capital Management Fort Worth, Texas $279M AUM 40.65% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return

KWM

Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return

RWP

Reliant Wealth Planning Louisville, Kentucky $331M AUM 10.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Prasad Wealth Partners's BALT Position: Q1 2026 in Review

Prasad Wealth Partners increased its Innovator Defined Wealth Shield ETF (BALT) stake by 13% in Q1 2026, buying an estimated $174K and bringing the position to 44,122 shares worth $1.48M. The position accounts for 0.4% of the portfolio, ranked #41.

Prasad Wealth Partners first reported a position in BALT in Q4 2024 and has held it in 6 quarters since. 277 funds tracked by Wall St. Rank hold BALT as of Q1 2026.

Prasad Wealth Partners held 44,122 shares of Innovator Defined Wealth Shield ETF worth $1.48M as of Q1 2026.
Prasad Wealth Partners bought 5,183 Innovator Defined Wealth Shield ETF shares in Q1 2026, an estimated $174K.
Innovator Defined Wealth Shield ETF made up 0.4% of Prasad Wealth Partners's portfolio in Q1 2026, its #41 holding.
Prasad Wealth Partners first reported a position in Innovator Defined Wealth Shield ETF in Q4 2024 and has held it in 6 quarters since.
277 funds tracked by Wall St. Rank held Innovator Defined Wealth Shield ETF as of Q1 2026.

Based on Prasad Wealth Partners's 13F filing for Q1 2026, filed 27 Apr 2026.