| 6/2/2025 | Modern Wealth Management LLC | 6,492 | $204K | 0.0% | N/A | 0.014% | |
| 5/22/2025 | Mattson Financial Services LLC | 5,598 | $176K | 0.1% | N/A | 0.012% | |
| 5/20/2025 | Belpointe Asset Management LLC | 44,734 | $1.40M | 0.1% | N/A | 0.099% | |
| 5/20/2025 | Integrity Alliance LLC. | 39,282 | $1.23M | 0.0% | N/A | 0.087% | |
| 5/19/2025 | Jane Street Group LLC | 33,000 | $1.04M | 0.0% | N/A | 0.073% | |
| 5/16/2025 | Arete Wealth Advisors LLC | 27,873 | $875K | 0.1% | +129.4% | 0.061% | |
| 5/16/2025 | Signature Estate & Investment Advisors LLC | 54,797 | $1.72M | 0.0% | +9.0% | 0.121% | |
| 5/16/2025 | Ashton Thomas Private Wealth LLC | 41,432 | $1.30M | 0.0% | N/A | 0.091% | |
| 5/16/2025 | Legacy Wealth Managment LLC ID | 99,113 | $3.11M | 2.2% | +3,617.7% | 0.219% | |
| 5/16/2025 | NewEdge Advisors LLC | 47,367 | $1.49M | 0.0% | +17.1% | 0.104% | |
Get the Latest News and Ratings for BALT and Related Stocks Enter your email address below to receive the latest news and analysts' ratings for Innovator Defined Wealth Shield ETF and its competitors with MarketBeat's FREE daily newsletter. |
| 5/16/2025 | AQR Capital Management LLC | 11,070 | $347K | 0.0% | N/A | 0.024% | |
| 5/15/2025 | Core Wealth Advisors Inc. | 135,839 | $4.26M | 1.4% | +23.5% | 0.300% | |
| 5/15/2025 | Insight Wealth Partners LLC | 12,372 | $388K | 0.1% | N/A | 0.027% | |
| 5/14/2025 | Triad Wealth Partners LLC | 19,416 | $609K | 0.2% | +93.6% | 0.043% | |
| 5/14/2025 | Freedom Investment Management Inc. | 10,171 | $319K | 0.0% | +20.7% | 0.023% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 1,347 | $42K | 0.0% | N/A | 0.003% | |
| 5/14/2025 | Kestra Advisory Services LLC | 348,852 | $10.95M | 0.1% | +9.3% | 0.802% | |
| 5/14/2025 | D.B. Root & Company LLC | 6,929 | $217K | 0.1% | -5.9% | 0.016% | |
| 5/14/2025 | Capital Analysts LLC | 51,650 | $1.62M | 0.1% | -1.1% | 0.119% | |
| 5/14/2025 | Tradition Wealth Management LLC | 12,665 | $397K | 0.0% | N/A | 0.029% | |
| 5/13/2025 | Raymond James Financial Inc. | 1,840,764 | $57.76M | 0.0% | +131.6% | 4.234% | |
| 5/13/2025 | Compass Advisory Group LLC | 699,626 | $21.95M | 7.6% | +6.8% | 1.609% | |
| 5/13/2025 | Long Island Wealth Management Inc. | 213,755 | $6.71M | 4.1% | +38.1% | 0.492% | |
| 5/13/2025 | Vestmark Advisory Solutions Inc. | 7,295 | $229K | 0.0% | N/A | 0.017% | |
| 5/13/2025 | HighTower Advisors LLC | 40,417 | $1.27M | 0.0% | +13.8% | 0.093% | |
| 5/12/2025 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 793,566 | $24.91M | 2.0% | +23.5% | 1.825% | |
| 5/12/2025 | Townsquare Capital LLC | 165,428 | $5.19M | 0.1% | -0.4% | 0.380% | |
| 5/9/2025 | Atlantic Private Wealth LLC | 12,916 | $405K | 0.3% | N/A | 0.030% | |
| 5/9/2025 | Comprehensive Financial Planning Inc. PA | 57,472 | $1.80M | 1.8% | -1.0% | 0.132% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 251,623 | $7.90M | 0.1% | +10.5% | 0.579% | |
| 5/9/2025 | Encompass More Asset Management | 23,657 | $742K | 0.2% | +55.4% | 0.054% | |
| 5/9/2025 | NBZ Investment Advisors LLC | 407,931 | $12.80M | 7.4% | +3.2% | 0.938% | |
| 5/9/2025 | Commonwealth Equity Services LLC | 1,059,425 | $33.25M | 0.0% | -4.6% | 2.437% | |
| 5/9/2025 | Novus Advisors LLC | 6,878 | $216K | 0.2% | N/A | 0.016% | |
| 5/8/2025 | Wealthquest Corp | 3,442,846 | $108.04M | 4.8% | +11.8% | 7.918% | |
| 5/8/2025 | Harbour Investments Inc. | 454,517 | $14.26M | 0.4% | +173.7% | 1.045% | |
| 5/7/2025 | PTM Wealth Management LLC | 289,663 | $8.79M | 8.5% | N/A | 0.666% | |
| 5/7/2025 | Foundations Investment Advisors LLC | 208,238 | $6.54M | 0.1% | +4.6% | 0.479% | |
| 5/7/2025 | Woodard & Co. Asset Management Group Inc. ADV | 20,982 | $658K | 0.1% | +37.5% | 0.048% | |
| 5/7/2025 | Vantage Financial Partners LLC | 37,212 | $1.17M | 0.3% | +30.6% | 0.086% | |
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| 5/7/2025 | LPL Financial LLC | 121,498 | $3.81M | 0.0% | +16.8% | 0.279% | |
| 5/7/2025 | Brown Wealth Management LLC | 133,947 | $4.20M | 1.4% | -3.1% | 0.308% | |
| 5/7/2025 | First Heartland Consultants Inc. | 23,116 | $725K | 0.1% | +4.7% | 0.053% | |
| 5/7/2025 | Keystone Financial Group Inc. | 25,099 | $791K | 0.6% | N/A | 0.058% | |
| 5/6/2025 | Cetera Investment Advisers | 711,538 | $22.33M | 0.0% | -7.3% | 1.636% | |
| 5/6/2025 | Avantax Advisory Services Inc. | 11,427 | $359K | 0.0% | -69.2% | 0.026% | |
| 5/6/2025 | Brookwood Investment Group LLC | 30,812 | $967K | 0.2% | N/A | 0.071% | |
| 5/6/2025 | Arlington Capital Management Inc. | 473,139 | $14.85M | 11.3% | N/A | 1.088% | |
| 5/6/2025 | AE Wealth Management LLC | 179,472 | $5.63M | 0.0% | +1,079.3% | 0.413% | |
| 5/6/2025 | Triumph Capital Management | 54,886 | $1.72M | 0.6% | -2.3% | 0.126% | |
| 5/6/2025 | WorthPointe LLC | 12,094 | $380K | 0.2% | +50.6% | 0.028% | |
| 5/5/2025 | PCA Investment Advisory Services Inc. | 12,800 | $402K | 0.2% | +8.5% | 0.029% | |
| 5/5/2025 | IFP Advisors Inc | 3,247 | $102K | 0.0% | N/A | 0.007% | |
| 5/5/2025 | Pachira Investments Inc. | 34,846 | $1.09M | 0.8% | +138.2% | 0.080% | |
| 5/5/2025 | ARQ Wealth Advisors LLC | 240,997 | $7.56M | 2.8% | N/A | 0.554% | |
| 5/2/2025 | Kingsview Wealth Management LLC | 351,453 | $11.03M | 0.2% | +98.8% | 0.808% | |
| 5/2/2025 | Grant Street Asset Management Inc. | 8,948 | $281K | 0.1% | N/A | 0.021% | |
| 5/2/2025 | Larson Financial Group LLC | 1,917 | $60K | 0.0% | N/A | 0.004% | |
| 5/2/2025 | Sigma Planning Corp | 193,778 | $6.08M | 0.2% | +2.9% | 0.446% | |
| 5/1/2025 | CWM LLC | 463,447 | $14.54M | 0.1% | +111.8% | 1.066% | |
| 5/1/2025 | Nikulski Financial Inc. | 6,980 | $219K | 0.1% | N/A | 0.016% | |
| 5/1/2025 | Stegent Equity Advisors Inc. | 13,207 | $414K | 0.4% | N/A | 0.030% | |
| 4/30/2025 | Code Waechter LLC | 84,746 | $2.66M | 2.2% | N/A | 0.195% | |
| 4/30/2025 | CFO4Life Group LLC | 34,692 | $1.09M | 0.2% | N/A | 0.080% | |
| 4/30/2025 | Wealth Advisory Solutions LLC | 28,691 | $900K | 0.2% | +54.1% | 0.066% | |
| 4/30/2025 | Trek Financial LLC | 128,425 | $4.03M | 0.3% | -2.1% | 0.295% | |
| 4/30/2025 | Stratos Wealth Advisors LLC | 349,766 | $10.98M | 0.6% | +724.2% | 0.804% | |
| 4/30/2025 | Stratos Investment Management LLC | 170,122 | $5.34M | 0.3% | N/A | 0.391% | |
| 4/29/2025 | U.S. Capital Wealth Advisors LLC | 80,826 | $2.54M | 0.1% | +169.7% | 0.186% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 1,834,621 | $57.57M | 0.0% | +15.3% | 4.219% | |
| 4/29/2025 | World Investment Advisors | 105,302 | $3.30M | 0.1% | -3.4% | 0.242% | |
| 4/29/2025 | Capital Investment Advisory Services LLC | 109,277 | $3.43M | 0.3% | +107.1% | 0.251% | |
| 4/29/2025 | Strategic Blueprint LLC | 225,077 | $7.06M | 0.4% | +4.4% | 0.518% | |
| 4/29/2025 | Brookstone Capital Management | 609,619 | $19.13M | 0.3% | +2.1% | 1.402% | |
| 4/29/2025 | OneDigital Investment Advisors LLC | 28,800 | $904K | 0.0% | +12.1% | 0.066% | |
| 4/29/2025 | 4J Wealth Management LLC | 65,597 | $2.06M | 1.6% | N/A | 0.151% | |
| 4/29/2025 | Silver Oak Securities Incorporated | 76,306 | $2.39M | 0.2% | +2.2% | 0.175% | |
| 4/28/2025 | Mutual Advisors LLC | 248,451 | $7.80M | 0.2% | +1.6% | 0.571% | |
| 4/28/2025 | Cannon Advisors Inc. | 67,660 | $2.12M | 2.0% | -0.6% | 0.156% | |
| 4/28/2025 | Elmwood Wealth Management Inc. | 11,200 | $351K | 0.1% | N/A | 0.026% | |
| 4/28/2025 | Swmg LLC | 26,768 | $840K | 0.3% | +7.7% | 0.062% | |
| 4/28/2025 | Clear Creek Financial Management LLC | 10,464 | $328K | 0.0% | N/A | 0.024% | |
| 4/28/2025 | Rovin Capital UT ADV | 82,289 | $2.58M | 0.8% | +15.0% | 0.189% | |
| 4/25/2025 | Ameritas Advisory Services LLC | 11,731 | $368K | 0.0% | -44.0% | 0.027% | |
| 4/25/2025 | Crown Wealth Group LLC | 712,329 | $22.35M | 11.6% | +11.8% | 1.638% | |
| 4/25/2025 | Sovran Advisors LLC | 232,792 | $7.21M | 0.9% | +6.6% | 0.535% | |
| 4/24/2025 | Cambridge Advisors Inc. | 9,554 | $300K | 0.1% | N/A | 0.022% | |
| 4/24/2025 | Capasso Planning Partners LLC | 24,191 | $759K | 0.3% | +26.5% | 0.056% | |
| 4/23/2025 | Balance Wealth LLC | 21,396 | $671K | 0.4% | N/A | 0.049% | |
| 4/23/2025 | Archford Capital Strategies LLC | 55,107 | $1.73M | 0.3% | N/A | 0.127% | |
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| 4/23/2025 | Continuum Advisory LLC | 16,504 | $518K | 0.1% | +101.8% | 0.038% | |
| 4/22/2025 | Palumbo Wealth Management LLC | 29,421 | $923K | 0.3% | +313.0% | 0.068% | |
| 4/22/2025 | Prairie Wealth Advisors Inc. | 220,581 | $6.92M | 3.4% | +131.4% | 0.507% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 90,709 | $2.85M | 0.0% | +7.0% | 0.209% | |
| 4/22/2025 | Madison Wealth Partners Inc | 41,501 | $1.30M | 0.3% | +16.9% | 0.095% | |
| 4/22/2025 | Applied Capital LLC | 21,059 | $661K | 0.3% | +109.2% | 0.048% | |
| 4/21/2025 | Blue Trust Inc. | 36,060 | $1.13M | 0.0% | +21.4% | 0.085% | |
| 4/21/2025 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 19,883 | $624K | 0.1% | +11.6% | 0.047% | |
| 4/17/2025 | Sagespring Wealth Partners LLC | 25,362 | $796K | 0.0% | N/A | 0.060% | |
| 4/17/2025 | RiverTree Advisors LLC | 31,866 | $1M | 0.7% | -1.7% | 0.075% | |
