Wealth Advisory Solutions’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
Q2
$895K Sell
2025
Q1
$900K Buy
2024
Q4
$585K Buy
2024
Q3
$449K Sell
2024
Q2
$440K Sell
2024
Q1
$430K Buy
2023
Q4
Sell
2023
Q3
$294K Sell
2023
Q2
$740K Buy