Wealthquest Corp trimmed its holdings in Innovator Defined Wealth Shield ETF (BATS:BALT – Free Report) by 10.7% during the 4th quarter, Holdings Channel.com reports. The firm owned 2,362,580 shares of the company’s stock after selling 284,276 shares during the period. Innovator Defined Wealth Shield ETF accounts for 6.0% of Wealthquest Corp’s holdings, making the stock its 4th biggest holding. Wealthquest Corp owned approximately 0.05% of Innovator Defined Wealth Shield ETF worth $79,170,000 as of its most recent SEC filing.
Other hedge funds also recently added to or reduced their stakes in the company. GGM Financials LLC purchased a new stake in Innovator Defined Wealth Shield ETF in the third quarter valued at $33,000. Caitlin John LLC purchased a new stake in Innovator Defined Wealth Shield ETF in the third quarter valued at $78,000. NWF Advisory Services Inc. purchased a new stake in Innovator Defined Wealth Shield ETF in the third quarter valued at $201,000. Accurate Wealth Management LLC purchased a new stake in Innovator Defined Wealth Shield ETF in the fourth quarter valued at $206,000. Finally, Betterment LLC purchased a new stake in Innovator Defined Wealth Shield ETF in the third quarter valued at $207,000.
Innovator Defined Wealth Shield ETF Stock Performance
BATS:BALT opened at $34.09 on Monday. The firm has a market cap of $1.58 billion, a price-to-earnings ratio of 24.42 and a beta of 0.14. The firm’s fifty day moving average is $33.78 and its two-hundred day moving average is $33.56. Innovator Defined Wealth Shield ETF has a one year low of $31.67 and a one year high of $34.22.
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.
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Want to see what other hedge funds are holding BALT? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Innovator Defined Wealth Shield ETF (BATS:BALT – Free Report).
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