Simplicity Wealth LLC trimmed its stake in Innovator Defined Wealth Shield ETF (BATS:BALT – Free Report) by 58.8% in the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 12,132 shares of the company’s stock after selling 17,317 shares during the quarter. Simplicity Wealth LLC’s holdings in Innovator Defined Wealth Shield ETF were worth $424,000 at the end of the most recent reporting period.
Other institutional investors have also recently made changes to their positions in the company. Sovran Advisors LLC raised its stake in Innovator Defined Wealth Shield ETF by 9.4% in the first quarter. Sovran Advisors LLC now owns 278,555 shares of the company’s stock valued at $9,465,000 after buying an additional 24,021 shares during the period. Private Advisor Group LLC raised its position in shares of Innovator Defined Wealth Shield ETF by 121.6% in the first quarter. Private Advisor Group LLC now owns 51,973 shares of the company’s stock valued at $1,739,000 after buying an additional 28,524 shares in the last quarter. Somerset Trust Co acquired a new position in Innovator Defined Wealth Shield ETF in the 2nd quarter valued at $892,000. NewEdge Advisors LLC lifted its position in Innovator Defined Wealth Shield ETF by 42.8% during the second quarter. NewEdge Advisors LLC now owns 716,670 shares of the company’s stock worth $24,560,000 after purchasing an additional 214,836 shares during the period. Finally, Cetera Investment Advisers boosted its position in shares of Innovator Defined Wealth Shield ETF by 4.1% during the 1st quarter. Cetera Investment Advisers now owns 1,592,364 shares of the company’s stock worth $53,288,000 after acquiring an additional 63,395 shares in the last quarter.
Innovator Defined Wealth Shield ETF Stock Performance
Innovator Defined Wealth Shield ETF stock opened at $35.09 on Friday. Innovator Defined Wealth Shield ETF has a 52 week low of $32.79 and a 52 week high of $35.15. The stock has a fifty day moving average of $34.90 and a 200-day moving average of $34.22. The stock has a market capitalization of $1.63 billion, a P/E ratio of 24.42 and a beta of 0.14.
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.
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