Innovator Defined Wealth Shield ETF (BATS:BALT) Shares Sold by Financial Designs Corp

Financial Designs Corp lowered its stake in Innovator Defined Wealth Shield ETF (BATS:BALT) by 1.4% during the 4th quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 177,816 shares of the company’s stock after selling 2,512 shares during the period. Innovator Defined Wealth Shield ETF makes up about 3.7% of Financial Designs Corp’s investment portfolio, making the stock its 10th largest holding. Financial Designs Corp’s holdings in Innovator Defined Wealth Shield ETF were worth $5,587,000 as of its most recent filing with the SEC.

Several other large investors have also modified their holdings of BALT. WorthPointe LLC lifted its holdings in shares of Innovator Defined Wealth Shield ETF by 4.9% during the third quarter. WorthPointe LLC now owns 13,736 shares of the company’s stock valued at $423,000 after purchasing an additional 640 shares during the last quarter. Allworth Financial LP lifted its stake in Innovator Defined Wealth Shield ETF by 5.6% during the third quarter. Allworth Financial LP now owns 12,142 shares of the company’s stock valued at $374,000 after buying an additional 642 shares in the last quarter. O Connor Financial Group LLC boosted its holdings in shares of Innovator Defined Wealth Shield ETF by 5.4% in the third quarter. O Connor Financial Group LLC now owns 18,074 shares of the company’s stock worth $557,000 after buying an additional 922 shares during the period. OneDigital Investment Advisors LLC boosted its position in shares of Innovator Defined Wealth Shield ETF by 4.2% in the third quarter. OneDigital Investment Advisors LLC now owns 25,000 shares of the company’s stock worth $771,000 after buying an additional 1,000 shares during the period. Finally, Rovin Capital UT ADV grew its holdings in shares of Innovator Defined Wealth Shield ETF by 1.5% during the fourth quarter. Rovin Capital UT ADV now owns 71,565 shares of the company’s stock valued at $2,248,000 after buying an additional 1,051 shares in the last quarter.

Innovator Defined Wealth Shield ETF Stock Performance

Shares of Innovator Defined Wealth Shield ETF stock opened at $31.74 on Friday. The business has a 50-day simple moving average of $31.43 and a 200-day simple moving average of $30.87. The stock has a market cap of $690.24 million, a P/E 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.