ARQ Wealth Advisors LLC lowered its position in shares of Innovator Defined Wealth Shield ETF (BATS:BALT – Free Report) by 30.0% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 139,458 shares of the company’s stock after selling 59,766 shares during the period. ARQ Wealth Advisors LLC’s holdings in Innovator Defined Wealth Shield ETF were worth $4,874,000 at the end of the most recent quarter.
Other large investors have also recently bought and sold shares of the company. Sound Income Strategies LLC acquired a new stake in shares of Innovator Defined Wealth Shield ETF during the 1st quarter worth about $28,000. Root Financial Partners LLC purchased a new stake in Innovator Defined Wealth Shield ETF during the third quarter worth approximately $55,000. Physician Wealth Advisors Inc. purchased a new stake in Innovator Defined Wealth Shield ETF during the third quarter worth approximately $65,000. Waverly Advisors LLC acquired a new position in Innovator Defined Wealth Shield ETF in the first quarter valued at approximately $68,000. Finally, Noble Wealth Management PBC boosted its holdings in Innovator Defined Wealth Shield ETF by 18.4% in the second quarter. Noble Wealth Management PBC now owns 2,250 shares of the company’s stock valued at $77,000 after purchasing an additional 350 shares in the last quarter.
Innovator Defined Wealth Shield ETF Trading Down 0.3%
Shares of BATS:BALT opened at $34.97 on Friday. The company has a market capitalization of $1.62 billion, a PE ratio of 24.42 and a beta of 0.14. Innovator Defined Wealth Shield ETF has a twelve month low of $32.79 and a twelve month high of $35.15. The firm has a 50 day simple moving average of $34.90 and a 200-day simple moving average of $34.22.
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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