Wealth Enhancement Advisory Services
BALT icon

Wealth Enhancement Advisory Services’s Innovator Defined Wealth Shield ETF BALT Stock Holding History

Wealth Enhancement Advisory Services’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 		$744K Buy
23,128
+6,517
+39% +$210K ﹤0.01% 1915
2025
Q1 		$521K Buy
+16,611
New +$521K ﹤0.01% 2025
2024
Q3 		– Sell
-21,596
Closed -$649K – 2660
2024
Q2 		$649K Buy
21,596
+2,997
+16% +$90K ﹤0.01% 1484
2024
Q1 		$544K Buy
+18,599
New +$544K ﹤0.01% 1535