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

Wealth Enhancement Trust 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
Q2 		$132K Buy
3,850
+1,170
+44% +$39.8K 0.01% 336
2026
Q1 		$89.7K Hold
2,680
– – 0.01% 358
2025
Q4 		$89.8K Buy
+2,680
New +$88.6K 0.01% 342

Other funds holding BALT

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
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
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
CWG
Crown Wealth Group Charlotte, North Carolina $393M AUM 25.29% 1-Year Est. Return
CAG
Compass Advisory Group Melville, New York $421M AUM 17.7% 1-Year Est. Return
LJCM
Lee Johnson Capital Management Fort Worth, Texas $320M AUM 60.02% 1-Year Est. Return

Wealth Enhancement Trust Services's BALT Position: Q2 2026 in Review

Wealth Enhancement Trust Services increased its Innovator Defined Wealth Shield ETF (BALT) stake by 44% in Q2 2026, buying an estimated $39.8K and bringing the position to 3,850 shares worth $132K. The position accounts for 0.01% of the portfolio, ranked #336.

Wealth Enhancement Trust Services first reported a position in BALT in Q4 2025 and has held it in 3 quarters since. 245 funds tracked by Wall St. Rank hold BALT as of Q2 2026.

  • Wealth Enhancement Trust Services held 3,850 shares of Innovator Defined Wealth Shield ETF worth $132K as of Q2 2026.
  • Wealth Enhancement Trust Services bought 1,170 Innovator Defined Wealth Shield ETF shares in Q2 2026, an estimated $39.8K.
  • Innovator Defined Wealth Shield ETF made up 0.01% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #336 holding.
  • Wealth Enhancement Trust Services first reported a position in Innovator Defined Wealth Shield ETF in Q4 2025 and has held it in 3 quarters since.
  • 245 funds tracked by Wall St. Rank held Innovator Defined Wealth Shield ETF as of Q2 2026.

Based on Wealth Enhancement Trust Services's 13F filing for Q2 2026, filed 15 Jul 2026.