WealthShield Partners LLC Reduces Stake in Innovator Defined Wealth Shield ETF (BATS:BALT)

WealthShield Partners LLC lessened its stake in Innovator Defined Wealth Shield ETF (BATS:BALTFree Report) by 20.1% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 2,092 shares of the company’s stock after selling 526 shares during the period. WealthShield Partners LLC’s holdings in Innovator Defined Wealth Shield ETF were worth $66,000 at the end of the most recent quarter.

Other hedge funds have also bought and sold shares of the company. Legacy Investment Solutions LLC purchased a new stake in Innovator Defined Wealth Shield ETF in the 3rd quarter worth approximately $83,000. Palumbo Wealth Management LLC purchased a new stake in Innovator Defined Wealth Shield ETF in the 4th quarter worth approximately $224,000. D.B. Root & Company LLC purchased a new stake in Innovator Defined Wealth Shield ETF in the 4th quarter worth approximately $231,000. Gladstone Institutional Advisory LLC purchased a new stake in Innovator Defined Wealth Shield ETF in the 3rd quarter worth approximately $234,000. Finally, Vestia Personal Wealth Advisors purchased a new stake in Innovator Defined Wealth Shield ETF in the 3rd quarter worth approximately $248,000.

Innovator Defined Wealth Shield ETF Trading Up 1.0 %

Innovator Defined Wealth Shield ETF stock opened at $31.74 on Wednesday. The stock has a market cap of $690.43 million, a price-to-earnings ratio of 21.98 and a beta of 0.18. The stock has a 50 day moving average of $31.62 and a 200 day moving average of $31.14.

Innovator Defined Wealth Shield ETF Company Profile

(Free Report)

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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Institutional Ownership by Quarter for Innovator Defined Wealth Shield ETF (BATS:BALT)

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