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BALTBALT
11 quarters

Position history for LPL Financial LLCLPL Financial LLC's holdings in INNOVATOR DEFINED WEALTH SHIELD ETF

LPL Financial LLC holds 2.4M shares of BALT (INNOVATOR DEFINED WEALTH SHIELD ETF), worth $82M as of 2026-Q2. The position was increased (+192.6% shares). BALT represents 0.0% of LPL Financial LLC's portfolio.

Current Value

$82M

Current Shares

2.4M

Total Value Change

+$81.7M

Total Shares Change

+2.4M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
2.4M
+192.6%
$82M0.0%$34.27
48
2026-Q1
Increased
817,663
+97.5%
$27.4M0.0%$33.72
46
2025-Q4
Increased
413,977
+3.9%
$13.9M0.0%$33.46
29
2025-Q3
Increased
398,592
+99.4%
$13.1M0.0%$32.77
45
2025-Q2
Increased
199,870
+64.5%
$6.4M0.0%$32.10
40
2025-Q1
Increased
121,498
+16.8%
$3.8M0.0%$31.38
31
2024-Q4
Increased
104,017
+289.0%
$3.3M0.0%$31.42
43
2024-Q3
Increased
26,741
+57.2%
$824,4250.0%$30.82
35
2024-Q2
Increased
17,013
+24.3%
$510,9000.0%$30.03
29
2024-Q1
Increased
13,688
+24.6%
$400,5110.0%$29.26
29
2023-Q4
New
10,990
-
$313,9840.0%$28.57
32

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

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