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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	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	+$218K	0.03%	156