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Whipplewood Advisors’s Innovator Defined Wealth Shield ETF BALT Stock Holding History

Whipplewood Advisors’s Portfolio BALT Stock Details BALT Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$4.4M Buy
137,053
+136,903
+91,269% +$4.39M 2.42% 3
2025
Q1 		$3.05M Sell
150
-68,388
-100% -$1.39B 1.8% 8
2024
Q4 		$2.15M Buy
+68,538
New +$2.15M 1.22% 18