NewEdge Advisors LLC reduced its stake in Innovator Defined Wealth Shield ETF (BATS:BALT – Free Report) by 16.4% during the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 501,834 shares of the company’s stock after selling 98,094 shares during the period. NewEdge Advisors LLC’s holdings in Innovator Defined Wealth Shield ETF were worth $16,794,000 as of its most recent SEC filing.
Several other large investors have also recently modified their holdings of BALT. Sound Income Strategies LLC purchased a new position in shares of Innovator Defined Wealth Shield ETF in the 1st quarter worth about $28,000. Motiv8 Investments LLC purchased a new stake in Innovator Defined Wealth Shield ETF during the 4th quarter valued at about $44,000. Waverly Advisors LLC purchased a new stake in Innovator Defined Wealth Shield ETF during the 1st quarter valued at about $68,000. Betterment LLC bought a new stake in Innovator Defined Wealth Shield ETF during the 3rd quarter valued at about $207,000. Finally, Csenge Advisory Group purchased a new position in Innovator Defined Wealth Shield ETF in the fourth quarter worth about $226,000.
Innovator Defined Wealth Shield ETF Stock Performance
Shares of Innovator Defined Wealth Shield ETF stock opened at $34.67 on Friday. The company has a 50-day simple moving average of $34.32 and a two-hundred day simple moving average of $33.96. The stock has a market capitalization of $1.61 billion, a PE ratio of 24.42 and a beta of 0.14. Innovator Defined Wealth Shield ETF has a 52-week low of $32.37 and a 52-week high of $34.73.
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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