Centaurus Financial Inc. Sells 25,483 Shares of Innovator Defined Wealth Shield ETF $BALT

Centaurus Financial Inc. lessened its stake in shares of Innovator Defined Wealth Shield ETF (BATS:BALT) by 5.0% in the 1st quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 483,247 shares of the company’s stock after selling 25,483 shares during the quarter. Innovator Defined Wealth Shield ETF comprises approximately 0.8% of Centaurus Financial Inc.’s holdings, making the stock its 26th largest position. Centaurus Financial Inc.’s holdings in Innovator Defined Wealth Shield ETF were worth $16,172,000 as of its most recent SEC filing.

A number of other hedge funds have also made changes to their positions in BALT. Galvin Gaustad & Stein LLC bought a new stake in Innovator Defined Wealth Shield ETF during the fourth quarter worth approximately $659,000. AE Wealth Management LLC grew its holdings in Innovator Defined Wealth Shield ETF by 27.3% during the fourth quarter. AE Wealth Management LLC now owns 688,541 shares of the company’s stock valued at $23,073,000 after purchasing an additional 147,747 shares during the last quarter. Clear Creek Financial Management LLC raised its position in shares of Innovator Defined Wealth Shield ETF by 8.0% in the fourth quarter. Clear Creek Financial Management LLC now owns 605,866 shares of the company’s stock valued at $20,303,000 after purchasing an additional 44,623 shares during the period. BCS Wealth Management raised its position in shares of Innovator Defined Wealth Shield ETF by 78.6% in the fourth quarter. BCS Wealth Management now owns 63,887 shares of the company’s stock valued at $2,141,000 after purchasing an additional 28,107 shares during the period. Finally, Farther Finance Advisors LLC lifted its stake in shares of Innovator Defined Wealth Shield ETF by 16.9% in the fourth quarter. Farther Finance Advisors LLC now owns 211,740 shares of the company’s stock worth $7,095,000 after buying an additional 30,644 shares during the last quarter.

Innovator Defined Wealth Shield ETF Trading Down 0.3%

Shares of Innovator Defined Wealth Shield ETF stock opened at $34.25 on Thursday. The firm has a fifty day simple moving average of $34.26 and a 200-day simple moving average of $33.91. The stock has a market capitalization of $1.59 billion, a price-to-earnings ratio of 24.42 and a beta of 0.14. Innovator Defined Wealth Shield ETF has a 1-year low of $32.21 and a 1-year high of $34.46.

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.