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Vise Technologies’s Innovator Defined Wealth Shield ETF BALT Stock Holding History

Vise Technologies’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
Q2 		$427K Buy
+12,459
New +$424K ﹤0.01% 1260
2023
Q1 		– Sell
-12,558
Closed -$334K – 336
2022
Q4 		$334K Buy
+12,558
New +$330K 0.1% 214

Other funds holding BALT

Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
W
Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RWP
Reliant Wealth Planning Louisville, Kentucky $364M AUM 11.96% 1-Year Est. Return

Vise Technologies's BALT Position: Q2 2026 in Review

Vise Technologies opened a new position in Innovator Defined Wealth Shield ETF (BALT) in Q2 2026: 12,459 shares worth $427K. The stake represents ﹤0.01% of the portfolio and ranks #1260 among its holdings. This is a return to the name: Vise Technologies previously reported a position in BALT as recently as Q4 2022.

Vise Technologies first reported a position in BALT in Q4 2022 and has held it in 2 quarters since. 297 funds tracked by Wall St. Rank hold BALT as of Q2 2026.

  • Vise Technologies held 12,459 shares of Innovator Defined Wealth Shield ETF worth $427K as of Q2 2026.
  • Innovator Defined Wealth Shield ETF was a new Vise Technologies position in Q2 2026.
  • Innovator Defined Wealth Shield ETF made up ﹤0.01% of Vise Technologies's portfolio in Q2 2026, its #1260 holding.
  • Vise Technologies first reported a position in Innovator Defined Wealth Shield ETF in Q4 2022 and has held it in 2 quarters since.
  • 297 funds tracked by Wall St. Rank held Innovator Defined Wealth Shield ETF as of Q2 2026.

Based on Vise Technologies's 13F filing for Q2 2026, filed 11 Aug 2026.