RiverTree Advisors’s Innovator Defined Wealth Shield ETF BALT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $966K | Sell |
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|
2025
Q2 | $991K | Sell |
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|
2025
Q1 | $1,000K | Sell |
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|
2024
Q4 | $1.02M | Sell |
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|
2024
Q3 | $1.86M | Sell |
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|
2024
Q2 | $1.88M | Sell |
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|
2024
Q1 | $1.89M | Sell |
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|
2023
Q4 | $1.91M | Buy |
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|
2023
Q3 | $1.81M | Sell |
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|
2023
Q2 | $1.83M | Buy |
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|
2023
Q1 | $958K | Buy |
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