Benjamin F. Edwards & Company Inc. lessened its position in shares of Innovator Defined Wealth Shield ETF (BATS:BALT – Free Report) by 21.9% during the second quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 5,238 shares of the company’s stock after selling 1,470 shares during the period. Benjamin F. Edwards & Company Inc.’s holdings in Innovator Defined Wealth Shield ETF were worth $157,000 as of its most recent SEC filing.
A number of other large investors also recently bought and sold shares of BALT. Ashton Thomas Private Wealth LLC bought a new position in Innovator Defined Wealth Shield ETF during the second quarter worth $32,000. Triad Wealth Partners LLC bought a new position in shares of Innovator Defined Wealth Shield ETF in the 2nd quarter worth about $65,000. Concourse Financial Group Securities Inc. boosted its holdings in shares of Innovator Defined Wealth Shield ETF by 325.5% in the 1st quarter. Concourse Financial Group Securities Inc. now owns 3,425 shares of the company’s stock valued at $100,000 after buying an additional 2,620 shares during the period. Core Wealth Advisors Inc. bought a new stake in shares of Innovator Defined Wealth Shield ETF during the 4th quarter valued at about $149,000. Finally, Waller Financial Planning Group Inc. bought a new stake in shares of Innovator Defined Wealth Shield ETF during the 2nd quarter valued at about $240,000.
Innovator Defined Wealth Shield ETF Stock Up 0.2 %
Shares of BATS BALT opened at $30.82 on Friday. The stock has a 50-day simple moving average of $30.35 and a 200-day simple moving average of $29.80. The company has a market capitalization of $670.23 million, a PE ratio of 21.98 and a beta of 0.18.
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.
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Want to see what other hedge funds are holding BALT? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Innovator Defined Wealth Shield ETF (BATS:BALT – Free Report).
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