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ícone de BALT

Innovator Defined Wealth Shield ETF
BALT

Nome Posição Valor negociado Ações
Variação 		Variação na
participação
IWMO
176
Integrated Wealth Management (Ohio)
Ohio
US$ 817 mil +US$ 74,9 mil +2.201 +10%
Palumbo Wealth Management
177
Palumbo Wealth Management
New York
US$ 792 mil -US$ 12,9 mil -379 -2%
O'Shaughnessy Asset Management
178
O'Shaughnessy Asset Management
Connecticut
US$ 789 mil -US$ 35,4 mil -1.041 -4%
BFI Wealth Solutions
179
BFI Wealth Solutions
Texas
US$ 789 mil -US$ 21,1 mil -620 -3%
Caliber Wealth Management (Kansas)
180
Caliber Wealth Management (Kansas)
Kansas
US$ 787 mil +US$ 781 mil +22.958 Nova
NewEdge Wealth
181
NewEdge Wealth
Pennsylvania
US$ 771 mil +US$ 88,1 mil +2.590 +13%
Sequent Planning
182
Sequent Planning
Nebraska
US$ 764 mil +US$ 15,3 mil +450 +2%
IHT Wealth Management
183
IHT Wealth Management
Illinois
US$ 748 mil -US$ 300 mil -8.808 -29%
Smith, Moore & Co
184
Smith, Moore & Co
Missouri
US$ 747 mil -US$ 6,94 mil -204 -0,9%
Ritholtz Wealth Management
185
Ritholtz Wealth Management
New York
US$ 742 mil – – –
Richard P. Slaughter Associates
186
Richard P. Slaughter Associates
Texas
US$ 720 mil +US$ 75,3 mil +2.214 +12%
AssuredPartners Investment Advisors
187
AssuredPartners Investment Advisors
Florida
US$ 717 mil +US$ 399 mil +11.714 +127%
Ashton Thomas Private Wealth
188
Ashton Thomas Private Wealth
Arizona
US$ 714 mil -US$ 49,2 mil -1.447 -6%
GTS Financial
189
GTS Financial
Minnesota
US$ 710 mil -US$ 92,3 mil -2.712 -11%
Betterment LLC
190
Betterment LLC
New York
US$ 705 mil +US$ 116 mil +3.423 +20%
Advisor OS
191
Advisor OS
Illinois
US$ 698 mil +US$ 51 mil +1.500 +8%
Vestia Personal Wealth Advisors
192
Vestia Personal Wealth Advisors
Indiana
US$ 692 mil +US$ 214 mil +6.276 +45%
Advyzon Investment Management
193
Advyzon Investment Management
Illinois
US$ 682 mil +US$ 47 mil +1.382 +7%
Range Financial Group
194
Range Financial Group
Oregon
US$ 645 mil +US$ 108 mil +3.172 +20%
Stirlingshire Investments
195
Stirlingshire Investments
New York
US$ 634 mil +US$ 38,4 mil +1.130 +7%
JP Morgan Chase
196
JP Morgan Chase
New York
US$ 622 mil +US$ 33,6 mil +989 +6%
Stegent Equity Advisors
197
Stegent Equity Advisors
Texas
US$ 619 mil – – –
Pine Harbor Wealth Management
198
Pine Harbor Wealth Management
Maryland
US$ 614 mil – – –
DI
199
Disciplined Investments
Oklahoma
US$ 609 mil – – –
Ameritas Advisory Services
200
Ameritas Advisory Services
Nebraska
US$ 597 mil +US$ 593 mil +17.423 Nova
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