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

Signal Advisors Wealth’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	$407K	Sell	11,654 -182	-2%	-$6.3K	0.02%	509
2026 Q2	$406K	Buy	11,836 +2,591	+28%	+$88.2K	0.02%	461
2026 Q1	$309K	Buy	9,245 +2,265	+32%	+$76.2K	0.02%	465
2025 Q4	$234K	Hold	6,980	–	–	0.02%	468
2025 Q3	$229K	Buy	6,980 +610	+10%	+$19.8K	0.02%	414
2025 Q2	$204K	Sell	6,370 -2,400	-27%	-$75.8K	0.02%	455
2025 Q1	$275K	Buy	8,770 +1,290	+17%	+$40.7K	0.03%	380
2024 Q4	$235K	Hold	7,480	–	–	0.03%	402
2024 Q3	$231K	Buy	+7,480	New	+$227K	0.03%	390

Other funds holding BALT

Kure Advisory Plymouth, Minnesota $216M AUM 12.91% 1-Year Est. Return

DWMS

Dominguez Wealth Management Solutions Williamsburg, Virginia $181M AUM 16.39% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Financial Designs Claremont, California $194M AUM 10.52% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

RiverTree Advisors Winter Park, Florida $168M AUM 5.92% 1-Year Est. Return

Signal Advisors Wealth's BALT Position: Q3 2026 in Review

Signal Advisors Wealth reduced its Innovator Defined Wealth Shield ETF (BALT) stake by 1.5% in Q3 2026, selling an estimated $6.3K and leaving 11,654 shares worth $407K. The position accounts for 0.02% of the portfolio, ranked #509.

Signal Advisors Wealth first reported a position in BALT in Q3 2024 and has held it in 9 quarters since. 28 funds tracked by Wall St. Rank hold BALT as of Q3 2026.

Signal Advisors Wealth held 11,654 shares of Innovator Defined Wealth Shield ETF worth $407K as of Q3 2026.
Signal Advisors Wealth sold 182 Innovator Defined Wealth Shield ETF shares in Q3 2026, an estimated $6.3K.
Innovator Defined Wealth Shield ETF made up 0.02% of Signal Advisors Wealth's portfolio in Q3 2026, its #509 holding.
Signal Advisors Wealth first reported a position in Innovator Defined Wealth Shield ETF in Q3 2024 and has held it in 9 quarters since.
28 funds tracked by Wall St. Rank held Innovator Defined Wealth Shield ETF as of Q3 2026.

Based on Signal Advisors Wealth's 13F filing for Q3 2026, filed 13 Oct 2026.