Reliant Wealth Planning’s Innovator Defined Wealth Shield ETF BALT Stock Holding History

Reliant Wealth Planning’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	$35.5M	Buy	1,037,015 +31,667	+3%	+$1.08M	9.77%	5
2026 Q1	$33.6M	Buy	1,005,348 +28,171	+3%	+$948K	10.17%	4
2025 Q4	$32.7M	Buy	977,177 +19,831	+2%	+$656K	10.23%	5
2025 Q3	$31.4M	Buy	957,346 +920,903	+2,527%	+$29.9M	10.18%	5
2025 Q2	$1.17M	Buy	+36,443	New	+$1.15M	0.46%	20

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

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Reliant Wealth Planning's BALT Position: Q2 2026 in Review

Reliant Wealth Planning increased its Innovator Defined Wealth Shield ETF (BALT) stake by 3.1% in Q2 2026, buying an estimated $1.08M and bringing the position to 1,037,015 shares worth $35.5M. The position accounts for 9.77% of the portfolio, ranked #5.

Reliant Wealth Planning first reported a position in BALT in Q2 2025 and has held it in 5 quarters since. 297 funds tracked by Wall St. Rank hold BALT as of Q2 2026.

Reliant Wealth Planning held 1,037,015 shares of Innovator Defined Wealth Shield ETF worth $35.5M as of Q2 2026.
Reliant Wealth Planning bought 31,667 Innovator Defined Wealth Shield ETF shares in Q2 2026, an estimated $1.08M.
Innovator Defined Wealth Shield ETF made up 9.77% of Reliant Wealth Planning's portfolio in Q2 2026, its #5 holding.
Reliant Wealth Planning first reported a position in Innovator Defined Wealth Shield ETF in Q2 2025 and has held it in 5 quarters since.
297 funds tracked by Wall St. Rank held Innovator Defined Wealth Shield ETF as of Q2 2026.

Based on Reliant Wealth Planning's 13F filing for Q2 2026, filed 7 Aug 2026.