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

Summit Wealth 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 		$514K Sell
15,005
-221
-1% -$7.52K 0.07% 173
2026
Q1 		$510K Buy
+15,226
New +$512K 0.08% 162

Other funds holding BALT

Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
W
Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RWP
Reliant Wealth Planning Louisville, Kentucky $364M AUM 11.96% 1-Year Est. Return

Summit Wealth Partners's BALT Position: Q2 2026 in Review

Summit Wealth Partners reduced its Innovator Defined Wealth Shield ETF (BALT) stake by 1.5% in Q2 2026, selling an estimated $7.52K and leaving 15,005 shares worth $514K. The position accounts for 0.07% of the portfolio, ranked #173.

Summit Wealth Partners first reported a position in BALT in Q1 2026 and has held it in 2 quarters since. 297 funds tracked by Wall St. Rank hold BALT as of Q2 2026.

  • Summit Wealth Partners held 15,005 shares of Innovator Defined Wealth Shield ETF worth $514K as of Q2 2026.
  • Summit Wealth Partners sold 221 Innovator Defined Wealth Shield ETF shares in Q2 2026, an estimated $7.52K.
  • Innovator Defined Wealth Shield ETF made up 0.07% of Summit Wealth Partners's portfolio in Q2 2026, its #173 holding.
  • Summit Wealth Partners first reported a position in Innovator Defined Wealth Shield ETF in Q1 2026 and has held it in 2 quarters since.
  • 297 funds tracked by Wall St. Rank held Innovator Defined Wealth Shield ETF as of Q2 2026.

Based on Summit Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.