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Position history for TRUIST FINANCIAL CORPTRUIST FINANCIAL CORP's holdings in INNOVATOR DEFINED WEALTH SHIELD ETF

TRUIST FINANCIAL CORP holds 183,630 shares of BALT (INNOVATOR DEFINED WEALTH SHIELD ETF), worth $6.3M as of 2026-Q2. The position was increased (+15.3% shares). BALT represents 0.0% of TRUIST FINANCIAL CORP's portfolio.

Current Value

$6.3M

Current Shares

183,630

Total Value Change

+$4.7M

Total Shares Change

+132,488

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
183,630
+15.3%
$6.3M0.0%$34.27
31
2026-Q1
Decreased
159,198
-1.8%
$5.3M0.0%$33.72
0
2025-Q4
Increased
162,145
+27.3%
$5.4M0.0%$33.46
34
2025-Q3
Decreased
127,408
-18.0%
$4.2M0.0%$32.77
0
2025-Q2
Increased
155,324
+147.3%
$5M0.0%$32.10
43
2025-Q1
Increased
62,807
+19.7%
$2M0.0%$31.38
31
2024-Q4
Increased
52,487
+2.6%
$1.6M0.0%$31.42
26
2024-Q3
New
51,142
-
$1.6M0.0%$30.82
35

Other major holders of BALT: JPMORGAN CHASE & CO, RAYMOND JAMES FINANCIAL INC, OSAIC HOLDINGS, INC.

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