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BALTBALT
3 quarters

Position history for Aptus Capital Advisors, LLCAptus Capital Advisors, LLC's holdings in INNOVATOR DEFINED WEALTH SHIELD ETF

Aptus Capital Advisors, LLC holds 149,717 shares of BALT (INNOVATOR DEFINED WEALTH SHIELD ETF), worth $5.1M as of 2026-Q2. The position was increased (+26.8% shares). BALT represents 0.0% of Aptus Capital Advisors, LLC's portfolio.

Current Value

$5.1M

Current Shares

149,717

Total Value Change

-$2.7M

Total Shares Change

-82,989

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
149,717
+26.8%
$5.1M0.0%$34.27
33
2026-Q1
Decreased
118,076
-49.3%
$4M0.0%$33.72
0
2025-Q4
New
232,706
-
$7.8M0.1%$33.46
38

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

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