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

Triad 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
2025 Q3	$2.69M	Buy
2025 Q2	$1.12M	Buy
2025 Q1	$609K	Buy
2024 Q4	$315K	Buy
2024 Q3	–	Sell
2024 Q2	$64.9K	Buy