Innovator Defined Wealth Shield ETF (BATS:BALT) Shares Sold by Freedom Investment Management Inc.

Freedom Investment Management Inc. lowered its position in shares of Innovator Defined Wealth Shield ETF (BATS:BALT) by 4.1% in the third quarter, according to the company in its most recent filing with the SEC. The firm owned 9,128 shares of the company’s stock after selling 395 shares during the quarter. Freedom Investment Management Inc.’s holdings in Innovator Defined Wealth Shield ETF were worth $281,000 at the end of the most recent reporting period.

Other large investors have also added to or reduced their stakes in the company. Arkadios Wealth Advisors increased its stake in shares of Innovator Defined Wealth Shield ETF by 1.2% in the second quarter. Arkadios Wealth Advisors now owns 36,755 shares of the company’s stock worth $1,104,000 after acquiring an additional 428 shares during the period. Concourse Financial Group Securities Inc. raised its stake in shares of Innovator Defined Wealth Shield ETF by 61.9% during the 2nd quarter. Concourse Financial Group Securities Inc. now owns 5,546 shares of the company’s stock valued at $167,000 after buying an additional 2,121 shares during the last quarter. Souders Financial Advisors acquired a new position in shares of Innovator Defined Wealth Shield ETF in the 2nd quarter valued at about $218,000. Raymond James & Associates boosted its stake in shares of Innovator Defined Wealth Shield ETF by 23.5% in the second quarter. Raymond James & Associates now owns 125,426 shares of the company’s stock worth $3,767,000 after buying an additional 23,898 shares during the last quarter. Finally, Ashton Thomas Private Wealth LLC acquired a new stake in Innovator Defined Wealth Shield ETF during the second quarter worth about $32,000.

Innovator Defined Wealth Shield ETF Stock Performance

Shares of BALT stock opened at $31.38 on Monday. The firm’s fifty day moving average is $31.02 and its 200 day moving average is $30.41. The stock has a market capitalization of $682.52 million, a PE ratio of 21.98 and a beta of 0.18.

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.