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BALTBALT
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Position history for OneDigital Investment Advisors LLCOneDigital Investment Advisors LLC's holdings in INNOVATOR DEFINED WEALTH SHIELD ETF

OneDigital Investment Advisors LLC holds 292,992 shares of BALT (INNOVATOR DEFINED WEALTH SHIELD ETF), worth $10M as of 2026-Q2. The position was increased (+12.0% shares). BALT represents 0.1% of OneDigital Investment Advisors LLC's portfolio.

Current Value

$10M

Current Shares

292,992

Total Value Change

+$9.3M

Total Shares Change

+267,992

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
292,992
+12.0%
$10M0.1%$34.27
31
2026-Q1
Increased
261,600
+11.6%
$8.8M0.1%$33.72
31
2025-Q4
Increased
234,354
+161.3%
$7.9M0.1%$33.46
44
2025-Q3
Increased
89,689
+49.7%
$2.9M0.0%$32.77
36
2025-Q2
Increased
59,900
+108.0%
$1.9M0.0%$32.10
42
2025-Q1
Increased
28,800
+12.1%
$903,7440.0%$31.38
28
2024-Q4
Increased
25,700
+2.8%
$807,4940.0%$31.42
25
2024-Q3
Increased
25,000
+4.2%
$770,7500.0%$30.82
26

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

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