CoreCap Advisors LLC reduced its position in Innovator Defined Wealth Shield ETF (BATS:BALT – Free Report) by 1.0% in the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 39,852 shares of the company’s stock after selling 392 shares during the period. CoreCap Advisors LLC’s holdings in Innovator Defined Wealth Shield ETF were worth $1,252,000 as of its most recent filing with the Securities and Exchange Commission (SEC).
Other hedge funds have also recently made changes to their positions in the company. Wealthquest Corp grew its stake in shares of Innovator Defined Wealth Shield ETF by 49.6% during the 4th quarter. Wealthquest Corp now owns 3,079,887 shares of the company’s stock worth $96,770,000 after acquiring an additional 1,021,486 shares during the period. Commonwealth Equity Services LLC increased its stake in shares of Innovator Defined Wealth Shield ETF by 4.6% in the fourth quarter. Commonwealth Equity Services LLC now owns 1,110,130 shares of the company’s stock worth $34,880,000 after purchasing an additional 48,731 shares in the last quarter. Raymond James Financial Inc. bought a new stake in shares of Innovator Defined Wealth Shield ETF in the fourth quarter valued at approximately $24,971,000. Cetera Investment Advisers boosted its holdings in Innovator Defined Wealth Shield ETF by 28.2% in the 4th quarter. Cetera Investment Advisers now owns 767,323 shares of the company’s stock worth $24,109,000 after buying an additional 169,004 shares during the period. Finally, Compass Advisory Group LLC raised its holdings in Innovator Defined Wealth Shield ETF by 1,309.4% during the 4th quarter. Compass Advisory Group LLC now owns 654,883 shares of the company’s stock valued at $20,576,000 after acquiring an additional 608,418 shares during the period.
Innovator Defined Wealth Shield ETF Price Performance
Innovator Defined Wealth Shield ETF stock opened at $31.58 on Friday. The firm has a market capitalization of $1.37 billion, a P/E ratio of 24.56 and a beta of 0.14. Innovator Defined Wealth Shield ETF has a one year low of $29.22 and a one year high of $31.99. The business has a fifty day moving average price of $31.25 and a 200-day moving average price of $31.38.
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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