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

Sagespring 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 		$2.25M Buy
65,588
+10,952
+20% +$373K 0.03% 202
2026
Q1 		$1.83M Buy
54,636
+21
+0% +$706 0.03% 209
2025
Q4 		$1.83M Buy
54,615
+29,833
+120% +$986K 0.03% 199
2025
Q3 		$813K Hold
24,782
– – 0.02% 344
2025
Q2 		$795K Sell
24,782
-580
-2% -$18.3K 0.02% 334
2025
Q1 		$796K Buy
+25,362
New +$801K 0.02% 284

Other funds holding BALT

Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
W
Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cetera Investment Advisers
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
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

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

Sagespring Wealth Partners increased its Innovator Defined Wealth Shield ETF (BALT) stake by 20% in Q2 2026, buying an estimated $373K and bringing the position to 65,588 shares worth $2.25M. The position accounts for 0.03% of the portfolio, ranked #202.

Sagespring Wealth Partners first reported a position in BALT in Q1 2025 and has held it in 6 quarters since. 297 funds tracked by Wall St. Rank hold BALT as of Q2 2026.

  • Sagespring Wealth Partners held 65,588 shares of Innovator Defined Wealth Shield ETF worth $2.25M as of Q2 2026.
  • Sagespring Wealth Partners bought 10,952 Innovator Defined Wealth Shield ETF shares in Q2 2026, an estimated $373K.
  • Innovator Defined Wealth Shield ETF made up 0.03% of Sagespring Wealth Partners's portfolio in Q2 2026, its #202 holding.
  • Sagespring Wealth Partners first reported a position in Innovator Defined Wealth Shield ETF in Q1 2025 and has held it in 6 quarters since.
  • 297 funds tracked by Wall St. Rank held Innovator Defined Wealth Shield ETF as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.