Continuum Advisory LLC lowered its stake in shares of Innovator Defined Wealth Shield ETF (BATS:BALT – Free Report) by 79.9% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 7,093 shares of the company’s stock after selling 28,283 shares during the period. Continuum Advisory LLC’s holdings in Innovator Defined Wealth Shield ETF were worth $238,000 at the end of the most recent reporting period.
Several other institutional investors also recently made changes to their positions in BALT. Reliant Wealth Planning raised its position in shares of Innovator Defined Wealth Shield ETF by 2,527.0% in the 3rd quarter. Reliant Wealth Planning now owns 957,346 shares of the company’s stock worth $31,420,000 after buying an additional 920,903 shares during the period. Foundations Investment Advisors LLC grew its position in Innovator Defined Wealth Shield ETF by 129.2% during the fourth quarter. Foundations Investment Advisors LLC now owns 1,226,639 shares of the company’s stock valued at $41,105,000 after acquiring an additional 691,493 shares during the period. Raymond James Financial Inc. increased its stake in Innovator Defined Wealth Shield ETF by 24.5% during the third quarter. Raymond James Financial Inc. now owns 2,104,517 shares of the company’s stock worth $69,070,000 after acquiring an additional 413,938 shares during the last quarter. NewEdge Advisors LLC increased its stake in Innovator Defined Wealth Shield ETF by 324.2% during the third quarter. NewEdge Advisors LLC now owns 412,363 shares of the company’s stock worth $13,534,000 after acquiring an additional 315,155 shares during the last quarter. Finally, Kingsview Wealth Management LLC raised its holdings in shares of Innovator Defined Wealth Shield ETF by 58.6% in the 3rd quarter. Kingsview Wealth Management LLC now owns 845,829 shares of the company’s stock worth $27,760,000 after purchasing an additional 312,476 shares during the period.
Innovator Defined Wealth Shield ETF Stock Performance
BALT opened at $34.17 on Monday. The firm has a 50 day moving average price of $33.91 and a 200 day moving average price of $33.64. The company has a market cap of $1.59 billion, a PE ratio of 24.42 and a beta of 0.14. Innovator Defined Wealth Shield ETF has a 1 year low of $31.89 and a 1 year high of $34.22.
About Innovator Defined Wealth Shield ETF
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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