Tradition Wealth Management’s Innovator Defined Wealth Shield ETF BALT Stock Holding History

Tradition Wealth Management’s Portfolio BALT Stock Details BALT Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.93M	Buy
2025 Q4	$304K	Buy
2025 Q3	$278K	Buy
2025 Q2	–	Sell
2025 Q1	$397K	Buy