Triumph Capital Management
BALT icon

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

Triumph Capital 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 		$2.72M Buy
77,784
+11,865
+18% +$411K 0.47% 48
2026
Q2 		$2.26M Buy
65,919
+10,611
+19% +$361K 0.41% 55
2026
Q1 		$1.85M Buy
55,308
+8,344
+18% +$281K 0.38% 57
2025
Q4 		$1.57M Sell
46,964
-10,915
-19% -$361K 0.34% 62
2025
Q3 		$1.9M Buy
57,879
+17,761
+44% +$577K 0.51% 47
2025
Q2 		$1.29M Sell
40,118
-14,768
-27% -$467K 0.39% 60
2025
Q1 		$1.72M Sell
54,886
-1,277
-2% -$40.3K 0.57% 37
2024
Q4 		$1.76M Buy
56,163
+28,685
+104% +$894K 0.6% 35
2024
Q3 		$847K Buy
27,478
+7,984
+41% +$242K 0.3% 80
2024
Q2 		$585K Sell
19,494
-5,400
-22% -$159K 0.23% 105
2024
Q1 		$728K Buy
+24,894
New +$720K 0.3% 87
2023
Q4 		– Sell
-39,341
Closed -$1.09M – 222
2023
Q3 		$1.09M Buy
+39,341
New +$1.1M 0.5% 48

Other funds holding BALT

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Wealthquest
Wealthquest Cincinnati, Ohio $1.61B AUM 12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Kingsview Wealth Management
Kingsview Wealth Management Grants Pass, Oregon $8.47B AUM 18.18% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Foundations Investment Advisors
Foundations Investment Advisors Phoenix, Arizona $10.1B AUM 19.55% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Crown Wealth Group
Crown Wealth Group Charlotte, North Carolina $404M AUM 20.63% 1-Year Est. Return
Reliant Wealth Planning
Reliant Wealth Planning Louisville, Kentucky $383M AUM 8.06% 1-Year Est. Return

Triumph Capital Management's BALT Position: Q3 2026 in Review

Triumph Capital Management increased its Innovator Defined Wealth Shield ETF (BALT) stake by 18% in Q3 2026, buying an estimated $411K and bringing the position to 77,784 shares worth $2.72M. The position accounts for 0.47% of the portfolio, ranked #48.

Triumph Capital Management first reported a position in BALT in Q3 2023 and has held it in 12 quarters since. 298 funds tracked by Wall St. Rank hold BALT as of Q3 2026.

  • Triumph Capital Management held 77,784 shares of Innovator Defined Wealth Shield ETF worth $2.72M as of Q3 2026.
  • Triumph Capital Management bought 11,865 Innovator Defined Wealth Shield ETF shares in Q3 2026, an estimated $411K.
  • Innovator Defined Wealth Shield ETF made up 0.47% of Triumph Capital Management's portfolio in Q3 2026, its #48 holding.
  • Triumph Capital Management first reported a position in Innovator Defined Wealth Shield ETF in Q3 2023 and has held it in 12 quarters since.
  • 298 funds tracked by Wall St. Rank held Innovator Defined Wealth Shield ETF as of Q3 2026.

Based on Triumph Capital Management's 13F filing for Q3 2026, filed 14 Oct 2026.