Innovator Defined Wealth Shield ETF $BALT Shares Sold by Wealth Advisory Solutions LLC

Wealth Advisory Solutions LLC lowered its holdings in shares of Innovator Defined Wealth Shield ETF (BATS:BALT) by 2.7% in the second quarter, HoldingsChannel.com reports. The fund owned 27,905 shares of the company’s stock after selling 786 shares during the quarter. Wealth Advisory Solutions LLC’s holdings in Innovator Defined Wealth Shield ETF were worth $895,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in the business. Wealthquest Corp raised its position in Innovator Defined Wealth Shield ETF by 11.8% during the first quarter. Wealthquest Corp now owns 3,442,846 shares of the company’s stock worth $108,037,000 after acquiring an additional 362,959 shares during the last quarter. Raymond James Financial Inc. raised its position in Innovator Defined Wealth Shield ETF by 131.6% during the first quarter. Raymond James Financial Inc. now owns 1,840,764 shares of the company’s stock worth $57,763,000 after acquiring an additional 1,046,019 shares during the last quarter. Envestnet Asset Management Inc. raised its position in Innovator Defined Wealth Shield ETF by 15.3% during the first quarter. Envestnet Asset Management Inc. now owns 1,834,621 shares of the company’s stock worth $57,570,000 after acquiring an additional 244,031 shares during the last quarter. C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors raised its position in Innovator Defined Wealth Shield ETF by 23.5% during the first quarter. C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors now owns 793,566 shares of the company’s stock worth $24,914,000 after acquiring an additional 150,815 shares during the last quarter. Finally, Crown Wealth Group LLC raised its position in Innovator Defined Wealth Shield ETF by 11.8% during the first quarter. Crown Wealth Group LLC now owns 712,329 shares of the company’s stock worth $22,353,000 after acquiring an additional 75,376 shares during the last quarter.

Innovator Defined Wealth Shield ETF Trading Up 6.0%

Shares of BALT opened at $32.78 on Tuesday. The stock has a market cap of $1.52 billion, a P/E ratio of 24.42 and a beta of 0.14. Innovator Defined Wealth Shield ETF has a 12-month low of $29.35 and a 12-month high of $32.34. The company has a 50-day moving average of $32.50 and a two-hundred day moving average of $31.91.

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.