Wealthquest Corp decreased its holdings in Innovator Defined Wealth Shield ETF (BATS:BALT – Free Report) by 10.7% in the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 2,362,580 shares of the company’s stock after selling 284,276 shares during the period. Innovator Defined Wealth Shield ETF comprises approximately 6.0% of Wealthquest Corp’s investment portfolio, making the stock its 4th biggest holding. Wealthquest Corp owned about 5.09% of Innovator Defined Wealth Shield ETF worth $79,170,000 as of its most recent SEC filing.
Several other institutional investors and hedge funds have also bought and sold shares of BALT. GGM Financials LLC purchased a new position in Innovator Defined Wealth Shield ETF in the third quarter worth $33,000. Caitlin John LLC purchased a new position in Innovator Defined Wealth Shield ETF in the third quarter worth $78,000. NWF Advisory Services Inc. purchased a new position in Innovator Defined Wealth Shield ETF in the third quarter worth $201,000. Accurate Wealth Management LLC purchased a new position in Innovator Defined Wealth Shield ETF in the fourth quarter worth $206,000. Finally, Betterment LLC purchased a new position in Innovator Defined Wealth Shield ETF in the third quarter worth $207,000.
Innovator Defined Wealth Shield ETF Stock Performance
BATS BALT opened at $34.09 on Monday. The firm’s fifty day simple moving average is $33.78 and its two-hundred day simple moving average is $33.56. Innovator Defined Wealth Shield ETF has a 12-month low of $31.67 and a 12-month high of $34.22. The firm has a market capitalization of $1.58 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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