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

Root Financial 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 Q3	$54.9K	Buy	+1,571	New	+$54.4K	﹤0.01%	1035

Other funds holding BALT

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Wealthquest Cincinnati, Ohio $1.61B AUM 12% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Kingsview Wealth Management Grants Pass, Oregon $8.47B AUM 18.18% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Foundations Investment Advisors Phoenix, Arizona $10.1B AUM 19.55% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Crown Wealth Group Charlotte, North Carolina $404M AUM 20.63% 1-Year Est. Return

Reliant Wealth Planning Louisville, Kentucky $383M AUM 8.06% 1-Year Est. Return

Root Financial Partners's BALT Position: Q3 2026 in Review

Root Financial Partners opened a new position in Innovator Defined Wealth Shield ETF (BALT) in Q3 2026: 1,571 shares worth $54.9K. The stake represents ﹤0.01% of the portfolio and ranks #1035 among its holdings.

298 funds tracked by Wall St. Rank hold BALT as of Q3 2026.

Root Financial Partners held 1,571 shares of Innovator Defined Wealth Shield ETF worth $54.9K as of Q3 2026.
Innovator Defined Wealth Shield ETF was a new Root Financial Partners position in Q3 2026.
Innovator Defined Wealth Shield ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1035 holding.
298 funds tracked by Wall St. Rank held Innovator Defined Wealth Shield ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.