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XY Planning Network’s Innovator Defined Wealth Shield ETF BALT Stock Holding History

XY Planning Network’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 		– Sell
-9,920
Closed -$332K – 341
2026
Q1 		$332K Buy
+9,920
New +$334K 0.05% 219

Other funds holding BALT

W
Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 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
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
CFS
CRA Financial Services Northfield, New Jersey $868M AUM 25.66% 1-Year Est. Return
MFGM
Marshall Financial Group (Maryland) Hunt Valley, Maryland $686M AUM 24.18% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
CVA
Central Valley Advisors Sacramento, California $390M AUM 20.62% 1-Year Est. Return
LOWM
Laurel Oak Wealth Management Marlton, New Jersey $687M AUM
DWMS
Dominguez Wealth Management Solutions Williamsburg, Virginia $181M AUM 21.03% 1-Year Est. Return

XY Planning Network's BALT Position: Q2 2026 in Review

XY Planning Network sold out of Innovator Defined Wealth Shield ETF (BALT) in Q2 2026, closing a stake of 9,920 shares — an estimated $332K sold.

XY Planning Network first reported a position in BALT in Q1 2026 and held it in 1 quarter. The position peaked at $332K in Q1 2026. 97 funds tracked by Wall St. Rank hold BALT as of Q2 2026.

  • XY Planning Network reported no remaining Innovator Defined Wealth Shield ETF position as of Q2 2026 after selling out during the quarter.
  • XY Planning Network sold 9,920 Innovator Defined Wealth Shield ETF shares in Q2 2026, an estimated $332K.
  • XY Planning Network first reported a position in Innovator Defined Wealth Shield ETF in Q1 2026 and held it in 1 quarter.
  • XY Planning Network's Innovator Defined Wealth Shield ETF position peaked at $332K in Q1 2026.
  • 97 funds tracked by Wall St. Rank held Innovator Defined Wealth Shield ETF as of Q2 2026.

Based on XY Planning Network's 13F filing for Q2 2026, filed 15 Jul 2026.