Innovator Defined Wealth Shield ETF $BALT Holdings Lowered by Winnacle Wealth LLC

Winnacle Wealth LLC decreased its position in Innovator Defined Wealth Shield ETF (BATS:BALT) by 20.6% during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 104,829 shares of the company’s stock after selling 27,165 shares during the period. Innovator Defined Wealth Shield ETF comprises 2.2% of Winnacle Wealth LLC’s portfolio, making the stock its 12th largest holding. Winnacle Wealth LLC owned 0.23% of Innovator Defined Wealth Shield ETF worth $3,664,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also made changes to their positions in the company. Sound Income Strategies LLC purchased a new position in Innovator Defined Wealth Shield ETF during the first quarter worth about $28,000. Waverly Advisors LLC acquired a new stake in Innovator Defined Wealth Shield ETF in the first quarter valued at about $68,000. Noble Wealth Management PBC boosted its holdings in Innovator Defined Wealth Shield ETF by 18.4% in the 2nd quarter. Noble Wealth Management PBC now owns 2,250 shares of the company’s stock valued at $77,000 after purchasing an additional 350 shares in the last quarter. Continuum Advisory LLC purchased a new stake in Innovator Defined Wealth Shield ETF in the 2nd quarter valued at approximately $179,000. Finally, FC Advisory LLC boosted its holdings in Innovator Defined Wealth Shield ETF by 9.2% in the 3rd quarter. FC Advisory LLC now owns 6,757 shares of the company’s stock valued at $236,000 after purchasing an additional 570 shares in the last quarter.

Innovator Defined Wealth Shield ETF Trading Down 0.1%

BATS BALT opened at $35.02 on Thursday. The business’s 50 day moving average is $34.82 and its two-hundred day moving average is $34.36. Innovator Defined Wealth Shield ETF has a 12-month low of $32.73 and a 12-month high of $35.15. The stock has a market capitalization of $1.63 billion, a price-to-earnings 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.