Innovator Defined Wealth Shield ETF $BALT Shares Sold by Wealthquest Corp

Wealthquest Corp lowered its holdings in Innovator Defined Wealth Shield ETF (BATS:BALT) by 16.1% during the third quarter, according to the company in its most recent filing with the SEC. The fund owned 2,646,856 shares of the company’s stock after selling 506,413 shares during the quarter. Innovator Defined Wealth Shield ETF comprises 6.9% of Wealthquest Corp’s investment portfolio, making the stock its 5th biggest holding. Wealthquest Corp owned about 5.70% of Innovator Defined Wealth Shield ETF worth $86,870,000 as of its most recent SEC filing.

Several other institutional investors have also recently added to or reduced their stakes in the business. Capital Investment Advisory Services LLC boosted its holdings in Innovator Defined Wealth Shield ETF by 12.9% in the third quarter. Capital Investment Advisory Services LLC now owns 165,278 shares of the company’s stock valued at $5,424,000 after purchasing an additional 18,864 shares in the last quarter. Prasad Wealth Partners LLC lifted its position in shares of Innovator Defined Wealth Shield ETF by 7.5% during the 3rd quarter. Prasad Wealth Partners LLC now owns 36,571 shares of the company’s stock worth $1,200,000 after buying an additional 2,536 shares during the last quarter. Vantage Financial Partners LLC boosted its holdings in shares of Innovator Defined Wealth Shield ETF by 15.6% in the 3rd quarter. Vantage Financial Partners LLC now owns 38,916 shares of the company’s stock valued at $1,277,000 after buying an additional 5,255 shares in the last quarter. Envestnet Asset Management Inc. boosted its holdings in shares of Innovator Defined Wealth Shield ETF by 6.3% in the 3rd quarter. Envestnet Asset Management Inc. now owns 1,825,207 shares of the company’s stock valued at $59,903,000 after buying an additional 107,652 shares in the last quarter. Finally, Brown Wealth Management LLC grew its position in shares of Innovator Defined Wealth Shield ETF by 8.0% in the 3rd quarter. Brown Wealth Management LLC now owns 144,239 shares of the company’s stock valued at $4,734,000 after buying an additional 10,745 shares during the last quarter.

Innovator Defined Wealth Shield ETF Price Performance

Shares of BATS:BALT opened at $33.74 on Friday. Innovator Defined Wealth Shield ETF has a 12 month low of $29.35 and a 12 month high of $32.34. The firm has a market capitalization of $1.57 billion, a P/E ratio of 24.42 and a beta of 0.14. The company’s fifty day moving average price is $33.49 and its 200 day moving average price is $33.00.

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.