Stratos Investment Management LLC Cuts Holdings in Innovator Defined Wealth Shield ETF $BALT

Stratos Investment Management LLC lessened its holdings in shares of Innovator Defined Wealth Shield ETF (BATS:BALT) by 17.7% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 193,165 shares of the company’s stock after selling 41,508 shares during the period. Stratos Investment Management LLC owned approximately 0.42% of Innovator Defined Wealth Shield ETF worth $6,340,000 as of its most recent SEC filing.

Other large investors also recently made changes to their positions in the company. Hazlett Burt & Watson Inc. increased its position in Innovator Defined Wealth Shield ETF by 69.3% during the 2nd quarter. Hazlett Burt & Watson Inc. now owns 1,287 shares of the company’s stock worth $42,000 after purchasing an additional 527 shares in the last quarter. Geneos Wealth Management Inc. acquired a new position in shares of Innovator Defined Wealth Shield ETF during the 3rd quarter valued at $90,000. Alaska Permanent Capital Management LLC acquired a new stake in Innovator Defined Wealth Shield ETF in the 2nd quarter valued at $167,000. NWF Advisory Services Inc. purchased a new position in Innovator Defined Wealth Shield ETF in the third quarter valued at about $201,000. Finally, Optima Capital LLC purchased a new stake in shares of Innovator Defined Wealth Shield ETF in the third quarter worth about $207,000.

Innovator Defined Wealth Shield ETF Price Performance

Shares of BALT opened at $33.74 on Wednesday. Innovator Defined Wealth Shield ETF has a 12-month low of $30.07 and a 12-month high of $33.77. The business’s fifty day moving average price is $33.51 and its 200 day moving average price is $33.02. The stock has a market capitalization of $1.57 billion, a PE ratio of 24.42 and a beta of 0.14.

Innovator Defined Wealth Shield ETF Company 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.