SFMG Wealth Advisors’s Innovator Defined Wealth Shield ETF BALT Stock Holding History

SFMG Wealth Advisors’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
2025 Q2	$2.64M	Hold
2025 Q1	$2.58M	Hold
2024 Q4	$2.59M	Buy
2024 Q3	$2.01M	Hold
2024 Q2	$1.96M	Buy
2024 Q1	$1.91M	Sell
2023 Q4	$1.89M	Sell
2023 Q3	$1.85M	Sell
2023 Q2	$2.12M	Hold
2023 Q1	$2.07M	Buy