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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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$259K Hold
8,058
– – 0.18% 82
2025
Q1 		$253K Hold
8,058
– – 0.2% 73
2024
Q4 		$253K Hold
8,058
– – 0.21% 77
2024
Q3 		$248K Buy
+8,058
New +$248K 0.23% 67