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Stuart Chaussee & Associates’s Innovator Defined Wealth Shield ETF BALT Stock Holding History

Stuart Chaussee & Associates’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
Q3 		– Sell
-100
Closed -$3K – 167
2024
Q2 		$3K Buy
+100
New +$2.94K ﹤0.01% 161

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 22.9% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 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
MFG
MTM Financial Group Bethlehem, Pennsylvania $233M AUM 14.67% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
CWG
Crown Wealth Group Charlotte, North Carolina $393M AUM 25.29% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return

Stuart Chaussee & Associates's BALT Position: Q3 2024 in Review

Stuart Chaussee & Associates sold out of Innovator Defined Wealth Shield ETF (BALT) in Q3 2024, closing a stake of 100 shares — an estimated $3K sold.

Stuart Chaussee & Associates first reported a position in BALT in Q2 2024 and held it in 1 quarter. The position peaked at $3K in Q2 2024. 130 funds tracked by Wall St. Rank hold BALT as of Q3 2024.

  • Stuart Chaussee & Associates reported no remaining Innovator Defined Wealth Shield ETF position as of Q3 2024 after selling out during the quarter.
  • Stuart Chaussee & Associates sold 100 Innovator Defined Wealth Shield ETF shares in Q3 2024, an estimated $3K.
  • Stuart Chaussee & Associates first reported a position in Innovator Defined Wealth Shield ETF in Q2 2024 and held it in 1 quarter.
  • Stuart Chaussee & Associates's Innovator Defined Wealth Shield ETF position peaked at $3K in Q2 2024.
  • 130 funds tracked by Wall St. Rank held Innovator Defined Wealth Shield ETF as of Q3 2024.

Based on Stuart Chaussee & Associates's 13F filing for Q3 2024, filed 14 Nov 2024.