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

PTM Wealth Management’s Portfolio BALT Stock Details BALT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$10.4M Buy
322,027
+32,364
+11% +$1.04M 6.86% 5
2025
Q1 		$8.79M Buy
+289,663
New +$8.79M 9.24% 3