Innovator Defined Wealth Shield ETF (BATS:BALT) Shares Sold by Signature Estate & Investment Advisors LLC

Signature Estate & Investment Advisors LLC lessened its position in Innovator Defined Wealth Shield ETF (BATS:BALT) by 7.8% during the fourth quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 50,266 shares of the company’s stock after selling 4,238 shares during the period. Signature Estate & Investment Advisors LLC’s holdings in Innovator Defined Wealth Shield ETF were worth $1,579,000 at the end of the most recent reporting period.

Several other institutional investors have also modified their holdings of the company. WorthPointe LLC raised its position in Innovator Defined Wealth Shield ETF by 4.9% in the third quarter. WorthPointe LLC now owns 13,736 shares of the company’s stock worth $423,000 after acquiring an additional 640 shares in the last quarter. Focus Financial Network Inc. grew its stake in shares of Innovator Defined Wealth Shield ETF by 3.7% in the 4th quarter. Focus Financial Network Inc. now owns 25,015 shares of the company’s stock worth $786,000 after purchasing an additional 890 shares during the last quarter. Rovin Capital UT ADV raised its holdings in shares of Innovator Defined Wealth Shield ETF by 1.5% in the 4th quarter. Rovin Capital UT ADV now owns 71,565 shares of the company’s stock worth $2,248,000 after purchasing an additional 1,051 shares in the last quarter. Dominguez Wealth Management Solutions Inc. lifted its stake in Innovator Defined Wealth Shield ETF by 0.5% during the fourth quarter. Dominguez Wealth Management Solutions Inc. now owns 203,314 shares of the company’s stock valued at $6,388,000 after purchasing an additional 1,088 shares during the last quarter. Finally, BCS Wealth Management boosted its holdings in Innovator Defined Wealth Shield ETF by 2.6% during the fourth quarter. BCS Wealth Management now owns 43,233 shares of the company’s stock worth $1,358,000 after buying an additional 1,103 shares in the last quarter.

Innovator Defined Wealth Shield ETF Stock Performance

Innovator Defined Wealth Shield ETF stock opened at $31.39 on Wednesday. Innovator Defined Wealth Shield ETF has a 1 year low of $28.96 and a 1 year high of $31.99. The firm’s 50 day moving average price is $31.63 and its two-hundred day moving average price is $31.30. The firm has a market cap of $1.28 billion, a price-to-earnings ratio of 26.13 and a beta of 0.13.

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.