Split Rock Private Trading & Wealth Management
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Split Rock Private Trading & Wealth Management’s Innovator Defined Wealth Shield ETF BALT Stock Holding History

Split Rock Private Trading & Wealth Management’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 		$1.99M Buy
+57,051
New +$1.98M 1.34% 17

Other funds holding BALT

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Crown Wealth Group
Crown Wealth Group Charlotte, North Carolina $404M AUM 20.63% 1-Year Est. Return
LJCM
Lee Johnson Capital Management Fort Worth, Texas $309M AUM 50.33% 1-Year Est. Return
PTM Wealth Management
PTM Wealth Management North Wales, United States $235M AUM 18.9% 1-Year Est. Return
Kure Advisory
Kure Advisory Plymouth, Minnesota $216M AUM 12.91% 1-Year Est. Return
Visionary Wealth Advisors
Visionary Wealth Advisors O'fallon, Illinois $2.55B AUM 17.5% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Axxcess Wealth Management
Axxcess Wealth Management Carlsbad, California $2.44B AUM 16.42% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Split Rock Private Trading & Wealth Management's BALT Position: Q3 2026 in Review

Split Rock Private Trading & Wealth Management opened a new position in Innovator Defined Wealth Shield ETF (BALT) in Q3 2026: 57,051 shares worth $1.99M. The stake represents 1.34% of the portfolio and ranks #17 among its holdings.

224 funds tracked by Wall St. Rank hold BALT as of Q3 2026.

  • Split Rock Private Trading & Wealth Management held 57,051 shares of Innovator Defined Wealth Shield ETF worth $1.99M as of Q3 2026.
  • Innovator Defined Wealth Shield ETF was a new Split Rock Private Trading & Wealth Management position in Q3 2026.
  • Innovator Defined Wealth Shield ETF made up 1.34% of Split Rock Private Trading & Wealth Management's portfolio in Q3 2026, its #17 holding.
  • 224 funds tracked by Wall St. Rank held Innovator Defined Wealth Shield ETF as of Q3 2026.

Based on Split Rock Private Trading & Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.