Wealth Enhancement Advisory Services
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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 Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.21M Sell
35,967
-3,892
-10% -$131K ﹤0.01% 1681
2025
Q4 		$1.34M Buy
39,859
+10,915
+38% +$361K ﹤0.01% 1776
2025
Q3 		$949K Buy
28,944
+5,816
+25% +$189K ﹤0.01% 1902
2025
Q2 		$744K Buy
23,128
+6,517
+39% +$206K ﹤0.01% 1927
2025
Q1 		$521K Buy
+16,611
New +$525K ﹤0.01% 2036
2024
Q3 		– Sell
-21,596
Closed -$649K – 2811
2024
Q2 		$649K Buy
21,596
+2,997
+16% +$88.2K ﹤0.01% 1485
2024
Q1 		$544K Buy
+18,599
New +$538K ﹤0.01% 1535

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FIA
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KWM
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RWP
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