WIM
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WealthPlan Investment Management’s Innovator Defined Wealth Shield ETF BALT Stock Holding History

WealthPlan Investment Management’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
2023
Q1 		– Sell
-19,535
Closed -$526K – 451
2022
Q4 		$526K Buy
19,535
+82
+0.4% +$2.15K 0.04% 247
2022
Q3 		$514K Buy
+19,453
New +$507K 0.04% 241

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SS
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RA
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WAP
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