Innovator Defined Wealth Shield ETF $BALT Stock Sold by Winnacle Wealth LLC

Winnacle Wealth LLC lessened its stake in Innovator Defined Wealth Shield ETF (BATS:BALT) by 20.6% in the third quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 104,829 shares of the company’s stock after selling 27,165 shares during the quarter. Innovator Defined Wealth Shield ETF accounts for 2.2% of Winnacle Wealth LLC’s investment portfolio, making the stock its 12th largest position. Winnacle Wealth LLC’s holdings in Innovator Defined Wealth Shield ETF were worth $3,664,000 as of its most recent filing with the Securities & Exchange Commission.

Several other hedge funds and other institutional investors have also recently made changes to their positions in the stock. Noble Wealth Management PBC boosted its holdings in Innovator Defined Wealth Shield ETF by 18.4% during the second quarter. Noble Wealth Management PBC now owns 2,250 shares of the company’s stock worth $77,000 after buying an additional 350 shares in the last quarter. Worth Asset Management LLC grew its position in Innovator Defined Wealth Shield ETF by 2.3% during the second quarter. Worth Asset Management LLC now owns 16,336 shares of the company’s stock worth $560,000 after buying an additional 366 shares during the period. Allworth Financial LP grew its position in Innovator Defined Wealth Shield ETF by 1.3% during the second quarter. Allworth Financial LP now owns 31,407 shares of the company’s stock worth $1,076,000 after buying an additional 403 shares during the period. Cambridge Advisors Inc. grew its position in Innovator Defined Wealth Shield ETF by 4.7% during the first quarter. Cambridge Advisors Inc. now owns 10,004 shares of the company’s stock worth $335,000 after buying an additional 450 shares during the period. Finally, FC Advisory LLC grew its position in Innovator Defined Wealth Shield ETF by 9.2% during the third quarter. FC Advisory LLC now owns 6,757 shares of the company’s stock worth $236,000 after buying an additional 570 shares during the period.

Innovator Defined Wealth Shield ETF Trading Down 0.1%

Shares of Innovator Defined Wealth Shield ETF stock opened at $35.02 on Thursday. Innovator Defined Wealth Shield ETF has a 12-month low of $32.73 and a 12-month high of $35.15. The stock has a market cap of $1.63 billion, a PE ratio of 24.42 and a beta of 0.14. The company has a 50-day moving average of $34.82 and a two-hundred day moving average of $34.36.

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.