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SWMG LLC’s Innovator Defined Wealth Shield ETF BALT Stock Holding History

SWMG LLC’s Portfolio BALT Stock Details BALT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$867K Hold
26,768
– – 0.29% 49
2025
Q1 		$840K Buy
26,768
+1,907
+8% +$59.8K 0.33% 41
2024
Q4 		$788K Hold
24,861
– – 0.31% 47
2024
Q3 		$777K Buy
+24,861
New +$777K 0.32% 46