Innovator Defined Wealth Shield ETF (BATS:BALT) Shares Bought by Centaurus Financial Inc.

Centaurus Financial Inc. grew its position in shares of Innovator Defined Wealth Shield ETF (BATS:BALTFree Report) by 7.8% in the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 374,213 shares of the company’s stock after acquiring an additional 27,028 shares during the quarter. Innovator Defined Wealth Shield ETF comprises about 0.8% of Centaurus Financial Inc.’s investment portfolio, making the stock its 23rd largest holding. Centaurus Financial Inc. owned about 2.54% of Innovator Defined Wealth Shield ETF worth $10,691,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors also recently modified their holdings of BALT. Milestone Asset Management LLC acquired a new position in shares of Innovator Defined Wealth Shield ETF during the fourth quarter valued at $83,261,000. Foundations Investment Advisors LLC acquired a new position in shares of Innovator Defined Wealth Shield ETF during the fourth quarter valued at $82,768,000. Kingsview Wealth Management LLC boosted its holdings in shares of Innovator Defined Wealth Shield ETF by 43.2% during the fourth quarter. Kingsview Wealth Management LLC now owns 1,302,512 shares of the company’s stock valued at $37,213,000 after acquiring an additional 393,180 shares during the period. Cetera Advisor Networks LLC boosted its holdings in shares of Innovator Defined Wealth Shield ETF by 551.8% during the fourth quarter. Cetera Advisor Networks LLC now owns 388,295 shares of the company’s stock valued at $11,094,000 after acquiring an additional 328,718 shares during the period. Finally, Wealthquest Corp boosted its holdings in shares of Innovator Defined Wealth Shield ETF by 276.2% during the fourth quarter. Wealthquest Corp now owns 315,494 shares of the company’s stock valued at $9,014,000 after acquiring an additional 231,624 shares during the period.

Innovator Defined Wealth Shield ETF Price Performance

Shares of BALT traded up $0.06 during midday trading on Friday, hitting $29.89. 75,296 shares of the stock traded hands. The company has a market capitalization of $650.11 million, a price-to-earnings ratio of 21.98 and a beta of 0.18. The company’s fifty day simple moving average is $29.35 and its 200 day simple moving average is $29.00.

About Innovator Defined Wealth Shield ETF

(Free Report)

The Innovator Defined Wealth Shield ETF (BALT) is an exchange-traded fund that is based on the SPDR S&P 500 ETF Trust index. The fund aims for specific buffered losses and capped gains on the SPDR S&P 500 ETF over a three-month outcome period. The actively managed fund holds flex options. BALT was launched on Jul 1, 2021 and is managed by Innovator.

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Institutional Ownership by Quarter for Innovator Defined Wealth Shield ETF (BATS:BALT)

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