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

Souders Financial 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
2024
Q4 		– Sell
-7,243
Closed -$223K – 177
2024
Q3 		$223K Hold
7,243
– – 0.03% 167
2024
Q2 		$218K Buy
+7,243
New +$213K 0.03% 156

Other funds holding BALT

W
Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
MFG
MTM Financial Group Bethlehem, Pennsylvania $233M AUM 14.67% 1-Year Est. Return
CAG
Compass Advisory Group Melville, New York $421M AUM 17.7% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return
CWG
Crown Wealth Group Charlotte, North Carolina $393M AUM 25.29% 1-Year Est. Return

Souders Financial Advisors's BALT Position: Q4 2024 in Review

Souders Financial Advisors sold out of Innovator Defined Wealth Shield ETF (BALT) in Q4 2024, closing a stake of 7,243 shares — an estimated $223K sold.

Souders Financial Advisors first reported a position in BALT in Q2 2024 and held it in 2 quarters. The position peaked at $223K in Q3 2024. 154 funds tracked by Wall St. Rank hold BALT as of Q4 2024.

  • Souders Financial Advisors reported no remaining Innovator Defined Wealth Shield ETF position as of Q4 2024 after selling out during the quarter.
  • Souders Financial Advisors sold 7,243 Innovator Defined Wealth Shield ETF shares in Q4 2024, an estimated $223K.
  • Souders Financial Advisors first reported a position in Innovator Defined Wealth Shield ETF in Q2 2024 and held it in 2 quarters.
  • Souders Financial Advisors's Innovator Defined Wealth Shield ETF position peaked at $223K in Q3 2024.
  • 154 funds tracked by Wall St. Rank held Innovator Defined Wealth Shield ETF as of Q4 2024.

Based on Souders Financial Advisors's 13F filing for Q4 2024, filed 6 Feb 2025.