Wealthcare Advisory Partners LLC Decreases Stock Position in Innovator Defined Wealth Shield ETF (BATS:BALT)

Wealthcare Advisory Partners LLC cut its holdings in Innovator Defined Wealth Shield ETF (BATS:BALT) by 0.3% during the 1st quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 245,291 shares of the company’s stock after selling 710 shares during the period. Wealthcare Advisory Partners LLC owned about 1.66% of Innovator Defined Wealth Shield ETF worth $7,177,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also made changes to their positions in BALT. Milestone Asset Management LLC purchased a new stake in shares of Innovator Defined Wealth Shield ETF in the 4th quarter worth about $83,261,000. Foundations Investment Advisors LLC acquired a new position in Innovator Defined Wealth Shield ETF in the 4th quarter valued at about $82,768,000. Kingsview Wealth Management LLC raised its stake in Innovator Defined Wealth Shield ETF by 43.2% in the 4th quarter. Kingsview Wealth Management LLC now owns 1,302,512 shares of the company’s stock valued at $37,213,000 after purchasing an additional 393,180 shares during the last quarter. Cetera Advisor Networks LLC raised its stake in Innovator Defined Wealth Shield ETF by 551.8% in the 4th quarter. Cetera Advisor Networks LLC now owns 388,295 shares of the company’s stock valued at $11,094,000 after purchasing an additional 328,718 shares during the last quarter. Finally, Wealthquest Corp raised its stake in Innovator Defined Wealth Shield ETF by 276.2% in the 4th quarter. Wealthquest Corp now owns 315,494 shares of the company’s stock valued at $9,014,000 after purchasing an additional 231,624 shares during the last quarter.

Innovator Defined Wealth Shield ETF Stock Performance

BALT stock traded up $0.03 during trading on Thursday, hitting $30.04. The stock had a trading volume of 95,286 shares. The company has a fifty day moving average price of $29.48 and a 200 day moving average price of $29.09. The company has a market capitalization of $653.37 million, a PE ratio of 21.98 and a beta of 0.18.

Innovator Defined Wealth Shield ETF Company Profile

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.