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 Q2	$11.9M	Buy	347,970 +303,848	+689%	+$10.3M	2.87%	8
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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

KWM

Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

RWP

Reliant Wealth Planning Louisville, Kentucky $364M AUM 11.96% 1-Year Est. Return

Prasad Wealth Partners's BALT Position: Q2 2026 in Review

Prasad Wealth Partners increased its Innovator Defined Wealth Shield ETF (BALT) stake by 689% in Q2 2026, buying an estimated $10.3M and bringing the position to 347,970 shares worth $11.9M. The position accounts for 2.87% of the portfolio, ranked #8.

Prasad Wealth Partners first reported a position in BALT in Q4 2024 and has held it in 7 quarters since. 297 funds tracked by Wall St. Rank hold BALT as of Q2 2026.

Prasad Wealth Partners held 347,970 shares of Innovator Defined Wealth Shield ETF worth $11.9M as of Q2 2026.
Prasad Wealth Partners bought 303,848 Innovator Defined Wealth Shield ETF shares in Q2 2026, an estimated $10.3M.
Innovator Defined Wealth Shield ETF made up 2.87% of Prasad Wealth Partners's portfolio in Q2 2026, its #8 holding.
Prasad Wealth Partners first reported a position in Innovator Defined Wealth Shield ETF in Q4 2024 and has held it in 7 quarters since.
297 funds tracked by Wall St. Rank held Innovator Defined Wealth Shield ETF as of Q2 2026.

Based on Prasad Wealth Partners's 13F filing for Q2 2026, filed 29 Jul 2026.