Vantage Financial Partners (Wisconsin)’s Innovator Defined Wealth Shield ETF BALT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.28M | Buy |
|
|||||
|
2025
Q2 | $1.08M | Sell |
|
|||||
|
2025
Q1 | $1.17M | Buy |
|
|||||
|
2024
Q4 | $895K | Buy |
|
|||||
|
2024
Q3 | $706K | Buy |
|
|||||
|
2024
Q2 | $663K | Hold |
|
|||||
|
2024
Q1 | $646K | Hold |
|
|||||
|
2023
Q4 | $630K | Hold |
|
|||||
|
2023
Q3 | $613K | Buy |
|
|||||
|
2023
Q2 | $407K | Hold |
|
|||||
|
2023
Q1 | $397K | Buy |
|
|||||
|
2022
Q4 | $288K | Buy |
|