Wealthquest Corp Sells 37,017 Shares of Innovator Defined Wealth Shield ETF (BATS:BALT)

Wealthquest Corp cut its holdings in Innovator Defined Wealth Shield ETF (BATS:BALT) by 2.6% in the 2nd quarter, HoldingsChannel.com reports. The fund owned 1,368,881 shares of the company’s stock after selling 37,017 shares during the period. Innovator Defined Wealth Shield ETF comprises approximately 5.3% of Wealthquest Corp’s holdings, making the stock its 5th largest position. Wealthquest Corp owned 0.06% of Innovator Defined Wealth Shield ETF worth $41,107,000 as of its most recent SEC filing.

Several other large investors have also added to or reduced their stakes in BALT. Ashton Thomas Private Wealth LLC acquired a new position in shares of Innovator Defined Wealth Shield ETF during the second quarter valued at about $32,000. Triad Wealth Partners LLC acquired a new position in Innovator Defined Wealth Shield ETF during the 2nd quarter worth approximately $65,000. Concourse Financial Group Securities Inc. boosted its holdings in Innovator Defined Wealth Shield ETF by 325.5% in the first quarter. Concourse Financial Group Securities Inc. now owns 3,425 shares of the company’s stock worth $100,000 after acquiring an additional 2,620 shares in the last quarter. Core Wealth Advisors Inc. acquired a new stake in Innovator Defined Wealth Shield ETF in the fourth quarter valued at approximately $149,000. Finally, Waller Financial Planning Group Inc. bought a new stake in shares of Innovator Defined Wealth Shield ETF during the second quarter valued at approximately $240,000.

Innovator Defined Wealth Shield ETF Price Performance

Shares of BATS:BALT opened at $30.83 on Tuesday. The stock’s fifty day moving average price is $30.37 and its 200 day moving average price is $29.83. The firm has a market capitalization of $670.55 million, a price-to-earnings ratio of 21.98 and a beta of 0.18.

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.