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BALTBALT
6 quarters

Position history for Farther Finance Advisors, LLCFarther Finance Advisors, LLC's holdings in INNOVATOR DEFINED WEALTH SHIELD ETF

Farther Finance Advisors, LLC holds 218,927 shares of BALT (INNOVATOR DEFINED WEALTH SHIELD ETF), worth $7.5M as of 2026-Q2. The position was increased (+1.8% shares). BALT represents 0.1% of Farther Finance Advisors, LLC's portfolio.

Current Value

$7.5M

Current Shares

218,927

Total Value Change

+$6M

Total Shares Change

+169,575

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
218,927
+1.8%
$7.5M0.1%$34.27
28
2026-Q1
Increased
215,085
+1.6%
$7.2M0.1%$33.72
28
2025-Q4
Increased
211,740
+16.9%
$7.1M0.1%$33.46
32
2025-Q3
Increased
181,096
+148.3%
$5.9M0.1%$32.77
44
2025-Q2
Increased
72,929
+47.8%
$2.3M0.0%$32.10
36
2025-Q1
New
49,352
-
$1.5M0.0%$31.38
35

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

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