William Blair & Company
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William Blair & Company’s Innovator Defined Wealth Shield ETF BALT Stock Holding History

William Blair & Company’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 		– Sell
-1,200
Closed -$37.7K – 1835
2025
Q1 		$37.7K Hold
1,200
– – ﹤0.01% 1617
2024
Q4 		$37.7K Buy
+1,200
New +$37.7K ﹤0.01% 1637