Keystone Financial Group Inc. Cuts Stock Holdings in Innovator Defined Wealth Shield ETF $BALT

Keystone Financial Group Inc. decreased its holdings in shares of Innovator Defined Wealth Shield ETF (BATS:BALT) by 42.3% in the 2nd quarter, Holdings Channel reports. The firm owned 14,486 shares of the company’s stock after selling 10,613 shares during the period. Keystone Financial Group Inc.’s holdings in Innovator Defined Wealth Shield ETF were worth $467,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also bought and sold shares of the company. Pachira Investments Inc. boosted its stake in Innovator Defined Wealth Shield ETF by 1.3% in the second quarter. Pachira Investments Inc. now owns 35,313 shares of the company’s stock worth $1,133,000 after buying an additional 467 shares in the last quarter. O Connor Financial Group LLC boosted its stake in Innovator Defined Wealth Shield ETF by 2.4% in the second quarter. O Connor Financial Group LLC now owns 20,110 shares of the company’s stock worth $647,000 after buying an additional 478 shares in the last quarter. PCA Investment Advisory Services Inc. boosted its stake in Innovator Defined Wealth Shield ETF by 8.5% in the first quarter. PCA Investment Advisory Services Inc. now owns 12,800 shares of the company’s stock worth $402,000 after buying an additional 1,000 shares in the last quarter. First Heartland Consultants Inc. boosted its stake in Innovator Defined Wealth Shield ETF by 4.7% in the first quarter. First Heartland Consultants Inc. now owns 23,116 shares of the company’s stock worth $725,000 after buying an additional 1,033 shares in the last quarter. Finally, Signal Advisors Wealth LLC boosted its stake in Innovator Defined Wealth Shield ETF by 17.2% in the first quarter. Signal Advisors Wealth LLC now owns 8,770 shares of the company’s stock worth $275,000 after buying an additional 1,290 shares in the last quarter.

Innovator Defined Wealth Shield ETF Price Performance

Shares of BALT opened at $32.84 on Friday. The firm has a market cap of $1.53 billion, a P/E ratio of 24.42 and a beta of 0.14. The stock has a 50 day simple moving average of $32.59 and a two-hundred day simple moving average of $31.99. Innovator Defined Wealth Shield ETF has a 1 year low of $29.35 and a 1 year high of $32.34.

Innovator Defined Wealth Shield ETF 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.