Vestia Personal Wealth Advisors’s Innovator Defined Wealth Shield ETF BALT Stock Holding History

Vestia Personal Wealth Advisors’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	$457K	Buy
2025 Q2	$259K	Hold
2025 Q1	$253K	Hold
2024 Q4	$253K	Hold
2024 Q3	$248K	Buy