WorthPointe LLC Lowers Position in Innovator Defined Wealth Shield ETF (BATS:BALT)

WorthPointe LLC trimmed its stake in shares of Innovator Defined Wealth Shield ETF (BATS:BALT) by 41.6% in the 4th quarter, according to its most recent disclosure with the SEC. The institutional investor owned 8,028 shares of the company’s stock after selling 5,708 shares during the period. WorthPointe LLC’s holdings in Innovator Defined Wealth Shield ETF were worth $252,000 at the end of the most recent quarter.

Several other institutional investors also recently bought and sold shares of BALT. Legacy Investment Solutions LLC purchased a new position in shares of Innovator Defined Wealth Shield ETF during the third quarter valued at about $83,000. Palumbo Wealth Management LLC purchased a new position in Innovator Defined Wealth Shield ETF during the 4th quarter valued at approximately $224,000. D.B. Root & Company LLC bought a new stake in Innovator Defined Wealth Shield ETF in the 4th quarter worth approximately $231,000. SRS Capital Advisors Inc. purchased a new stake in shares of Innovator Defined Wealth Shield ETF during the 4th quarter worth approximately $236,000. Finally, Continuum Advisory LLC boosted its position in shares of Innovator Defined Wealth Shield ETF by 57.5% during the 3rd quarter. Continuum Advisory LLC now owns 8,179 shares of the company’s stock valued at $255,000 after acquiring an additional 2,985 shares during the last quarter.

Innovator Defined Wealth Shield ETF Stock Performance

BALT stock opened at $31.40 on Tuesday. Innovator Defined Wealth Shield ETF has a fifty-two week low of $28.96 and a fifty-two week high of $31.99. The firm has a fifty day moving average price of $31.63 and a 200 day moving average price of $31.29. The firm has a market cap of $1.28 billion, a PE ratio of 26.13 and a beta of 0.13.

About Innovator Defined Wealth Shield ETF

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.