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BALT
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Position history for OSAIC HOLDINGS, INC.'s holdings in INNOVATOR ETFS TRUST

OSAIC HOLDINGS, INC. holds 2.5M shares of BALT (INNOVATOR ETFS TRUST), worth $82.4M as of 2026-Q1. The position was increased (+0.9% shares). BALT represents 0.1% of OSAIC HOLDINGS, INC.'s portfolio.

Current Value

$82.4M

Current Shares

2.5M

Total Value Change

+$47.2M

Total Shares Change

+1.3M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
2.5M
+0.9%
$82.4M0.1%$33.72
36
2025-Q4
Increased
2.4M
+4.8%
$81.8M0.1%$33.46
37
2025-Q3
Increased
2.3M
+1.0%
$76.2M0.1%$32.77
36
2025-Q2
Increased
2.3M
+29.8%
$74M0.1%$32.10
45
2025-Q1
Increased
1.8M
+33.4%
$55.7M0.1%$31.38
45
2024-Q4
Decreased
1.3M
-0.8%
$41.8M0.1%$31.42
0
2024-Q3
Increased
1.3M
+14.3%
$41.4M0.1%$30.82
33
2024-Q2
Increased
1.2M
+61.6%
$35.3M0.1%$30.03
42

Other major holders of BALT: JPMORGAN CHASE & CO, RAYMOND JAMES FINANCIAL INC, ENVESTNET ASSET MANAGEMENT INC

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