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Southland Equity Partners’s Innovator Defined Wealth Shield ETF BALT Stock Holding History

Southland Equity Partners’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 		$237K Buy
+6,907
New +$235K 0.04% 275

Other funds holding BALT

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
DWMS
Dominguez Wealth Management Solutions Williamsburg, Virginia $181M AUM 21.03% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
HIW
Holos Integrated Wealth Kennett Square, Pennsylvania $214M AUM 14.99% 1-Year Est. Return
BFG
Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return
FD
Financial Designs Claremont, California $187M AUM 14.59% 1-Year Est. Return
KDA
Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return
CFCI
Comprehensive Financial Consultants Institutional Bloomington, Indiana $378M AUM 23.74% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Southland Equity Partners's BALT Position: Q2 2026 in Review

Southland Equity Partners opened a new position in Innovator Defined Wealth Shield ETF (BALT) in Q2 2026: 6,907 shares worth $237K. The stake represents 0.04% of the portfolio and ranks #275 among its holdings.

43 funds tracked by Wall St. Rank hold BALT as of Q2 2026.

  • Southland Equity Partners held 6,907 shares of Innovator Defined Wealth Shield ETF worth $237K as of Q2 2026.
  • Innovator Defined Wealth Shield ETF was a new Southland Equity Partners position in Q2 2026.
  • Innovator Defined Wealth Shield ETF made up 0.04% of Southland Equity Partners's portfolio in Q2 2026, its #275 holding.
  • 43 funds tracked by Wall St. Rank held Innovator Defined Wealth Shield ETF as of Q2 2026.

Based on Southland Equity Partners's 13F filing for Q2 2026, filed 13 Jul 2026.