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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
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

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

Signal Advisors Wealth's BALT Position: Q2 2026 in Review

Signal Advisors Wealth increased its Innovator Defined Wealth Shield ETF (BALT) stake by 28% in Q2 2026, buying an estimated $88.2K and bringing the position to 11,836 shares worth $406K. The position accounts for 0.02% of the portfolio, ranked #461.

Signal Advisors Wealth first reported a position in BALT in Q3 2024 and has held it in 8 quarters since. 297 funds tracked by Wall St. Rank hold BALT as of Q2 2026.

  • Signal Advisors Wealth held 11,836 shares of Innovator Defined Wealth Shield ETF worth $406K as of Q2 2026.
  • Signal Advisors Wealth bought 2,591 Innovator Defined Wealth Shield ETF shares in Q2 2026, an estimated $88.2K.
  • Innovator Defined Wealth Shield ETF made up 0.02% of Signal Advisors Wealth's portfolio in Q2 2026, its #461 holding.
  • Signal Advisors Wealth first reported a position in Innovator Defined Wealth Shield ETF in Q3 2024 and has held it in 8 quarters since.
  • 297 funds tracked by Wall St. Rank held Innovator Defined Wealth Shield ETF as of Q2 2026.

Based on Signal Advisors Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.