Kestra Private Wealth Services LLC decreased its holdings in shares of Innovator Defined Wealth Shield ETF (BATS:BALT – Free Report) by 16.8% in the 1st quarter, HoldingsChannel reports. The firm owned 140,014 shares of the company’s stock after selling 28,305 shares during the period. Kestra Private Wealth Services LLC’s holdings in Innovator Defined Wealth Shield ETF were worth $4,686,000 as of its most recent filing with the Securities and Exchange Commission (SEC).
Other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. Wealth Management Partners LLC lifted its holdings in shares of Innovator Defined Wealth Shield ETF by 12.8% during the first quarter. Wealth Management Partners LLC now owns 13,025 shares of the company’s stock worth $436,000 after buying an additional 1,481 shares in the last quarter. Signal Advisors Wealth LLC increased its position in Innovator Defined Wealth Shield ETF by 32.4% during the first quarter. Signal Advisors Wealth LLC now owns 9,245 shares of the company’s stock worth $309,000 after acquiring an additional 2,265 shares during the period. Worth Asset Management LLC raised its stake in Innovator Defined Wealth Shield ETF by 77.9% in the 1st quarter. Worth Asset Management LLC now owns 15,970 shares of the company’s stock worth $534,000 after purchasing an additional 6,995 shares in the last quarter. Sovereign Financial Group Inc. raised its stake in Innovator Defined Wealth Shield ETF by 17.2% in the 1st quarter. Sovereign Financial Group Inc. now owns 14,219 shares of the company’s stock worth $476,000 after purchasing an additional 2,087 shares in the last quarter. Finally, Summit Wealth Partners LLC bought a new stake in Innovator Defined Wealth Shield ETF in the 1st quarter valued at about $510,000.
Innovator Defined Wealth Shield ETF Trading Up 0.1%
BATS BALT opened at $34.26 on Friday. Innovator Defined Wealth Shield ETF has a 1-year low of $32.04 and a 1-year high of $34.27. The company has a 50 day moving average of $34.09 and a 200-day moving average of $33.76. The company has a market cap of $1.59 billion, a price-to-earnings ratio of 24.42 and a beta of 0.14.
Innovator Defined Wealth Shield ETF Company 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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Want to see what other hedge funds are holding BALT? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Innovator Defined Wealth Shield ETF (BATS:BALT – Free Report).
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