Sugar Maple Asset Management’s Innovator Defined Wealth Shield ETF BALT Stock Holding History

Sugar Maple Asset 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	$472K	Hold	13,500	–	–	0.27%	61
2026 Q2	$463K	Hold	13,500	–	–	0.3%	54
2026 Q1	$452K	Hold	13,500	–	–	0.27%	53
2025 Q4	$452K	Hold	13,500	–	–	0.3%	54
2025 Q3	$443K	Buy	+13,500	New	+$438K	0.32%	53

Other funds holding BALT

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Crown Wealth Group Charlotte, North Carolina $404M AUM 20.63% 1-Year Est. Return

PTM Wealth Management North Wales, United States $235M AUM 18.9% 1-Year Est. Return

Kure Advisory Plymouth, Minnesota $216M AUM 12.91% 1-Year Est. Return

Visionary Wealth Advisors O'fallon, Illinois $2.55B AUM 17.5% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Axxcess Wealth Management Carlsbad, California $2.44B AUM 16.42% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

NBZ Investment Advisors Knoxville, Tennessee $259M AUM 11.25% 1-Year Est. Return

Sugar Maple Asset Management's BALT Position: Q3 2026 in Review

Sugar Maple Asset Management held its Innovator Defined Wealth Shield ETF (BALT) position steady in Q3 2026 at 13,500 shares worth $472K. The position accounts for 0.27% of the portfolio, ranked #61.

Sugar Maple Asset Management first reported a position in BALT in Q3 2025 and has held it in 5 quarters since. 207 funds tracked by Wall St. Rank hold BALT as of Q3 2026.

Sugar Maple Asset Management held 13,500 shares of Innovator Defined Wealth Shield ETF worth $472K as of Q3 2026.
Sugar Maple Asset Management left its Innovator Defined Wealth Shield ETF share count unchanged in Q3 2026.
Innovator Defined Wealth Shield ETF made up 0.27% of Sugar Maple Asset Management's portfolio in Q3 2026, its #61 holding.
Sugar Maple Asset Management first reported a position in Innovator Defined Wealth Shield ETF in Q3 2025 and has held it in 5 quarters since.
207 funds tracked by Wall St. Rank held Innovator Defined Wealth Shield ETF as of Q3 2026.

Based on Sugar Maple Asset Management's 13F filing for Q3 2026, filed 13 Oct 2026.