Kestra Private Wealth Services LLC Sells 28,305 Shares of Innovator Defined Wealth Shield ETF $BALT

Kestra Private Wealth Services LLC reduced its stake in shares of Innovator Defined Wealth Shield ETF (BATS:BALT) by 16.8% in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 140,014 shares of the company’s stock after selling 28,305 shares during the quarter. Kestra Private Wealth Services LLC owned 0.30% of Innovator Defined Wealth Shield ETF worth $4,686,000 at the end of the most recent quarter.

A number of other hedge funds have also recently bought and sold shares of the stock. Bison Wealth LLC raised its position in Innovator Defined Wealth Shield ETF by 73.5% in the fourth quarter. Bison Wealth LLC now owns 41,232 shares of the company’s stock worth $1,296,000 after purchasing an additional 17,464 shares in the last quarter. AQR Capital Management LLC acquired a new stake in Innovator Defined Wealth Shield ETF during the first quarter valued at approximately $347,000. Jane Street Group LLC bought a new stake in shares of Innovator Defined Wealth Shield ETF in the 1st quarter valued at approximately $1,036,000. NewEdge Advisors LLC grew its stake in shares of Innovator Defined Wealth Shield ETF by 105.2% in the 2nd quarter. NewEdge Advisors LLC now owns 97,208 shares of the company’s stock valued at $3,118,000 after purchasing an additional 49,841 shares during the period. Finally, Ausdal Financial Partners Inc. raised its holdings in shares of Innovator Defined Wealth Shield ETF by 18.1% in the 2nd quarter. Ausdal Financial Partners Inc. now owns 34,396 shares of the company’s stock worth $1,103,000 after buying an additional 5,274 shares in the last quarter.

Innovator Defined Wealth Shield ETF Stock Up 0.1%

Shares of BALT stock opened at $34.26 on Friday. Innovator Defined Wealth Shield ETF has a 12-month low of $32.04 and a 12-month high of $34.27. The company has a market capitalization of $1.59 billion, a P/E ratio of 24.42 and a beta of 0.14. The firm has a 50-day moving average price of $34.09 and a 200 day moving average price of $33.76.

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.